Client Service Coordinator

As a Client Service Coordinator at Saltmarsh Financial Advisors, you will be the first point of contact for clients, managing requests and ensuring timely follow-up. Your role involves scheduling meetings, processing account requests, maintaining client records, and supporting advisors in their operations. This position is client-facing and requires strong organizational and communication skills to effectively assist clients and team members alike.

• A competitive salary and performance-based bonus opportunity.
• Hands-on training and mentorship from experienced advisors, planners, and analysts.
• Firm-paid Continuing Professional Education and professional development support.
• Unlimited PTO.
• 11 firm-paid holidays.
• Major medical, dental, and vision insurance.

• The role is full-time in-office, which may not suit all candidates.
• No specific major is required for the preferred qualifications, indicating a diverse background is accepted but may also suggest a lack of specialization in the field.
• The position is entry-level, which may limit immediate advancement opportunities for more experienced candidates.