Client Service Coordinator

Job overview

Client Service Coordinator is a full-time, in-office role in Pensacola, FL. Compensation is not specified; the posting describes a competitive salary and performance-based bonus opportunity. Saltmarsh Financial Advisors provides wealth management, financial planning, estate-planning coordination, and tax-strategy consultation to individuals, families, and organizations. The coordinator supports advisors and clients by managing requests, account operations, meeting preparation, and records. The role helps maintain accurate, timely service and supports the Investment & Wealth Advisory practice’s client relationships and daily operations.

What you'll do

• Serve as a first point of contact for clients by phone and email
• schedule meetings and coordinate calendars
• follow up on outstanding requests
• process money-movement requests
• support account opening, maintenance, beneficiary, and retitling requests
• prepare client reports and meeting materials
• maintain client records in CRM and portfolio systems
• coordinate with advisors, portfolio management, and compliance
• assist with documentation, filing, recordkeeping, events, and mailings.

What we're looking for

Skills & competencies

client service coordinator

pensacola fl

ascend partner firms

saltmarsh financial advisors

full-time

in-office

wealth management

client support

account operations

financial planning

crm

portfolio management systems

unlimited pto

401(k) profit sharing

Work arrangement

• Weekend coverage required

Benefits & perks

• Performance-based bonus opportunity
• hands-on training and mentorship
• firm-paid continuing professional education
• unlimited PTO
• 11 firm-paid holidays
• major medical, dental, and vision insurance
• employer-paid life insurance
• long-term disability coverage
• 401(k) with profit sharing.

Why this role

Hands-on training and mentorship; firm-paid continuing professional education and development support; unlimited PTO; 11 firm-paid holidays; medical, dental, and vision insurance; employer-paid life insurance; long-term disability; 401(k) with profit sharing.

About the employer

Ascend Partner Firms is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.