Client Service Coordinator

Job overview

The Client Service Coordinator role is onsite in Bettendorf, IA; pay is $50,000–$60,000 per year. The coordinator supports Nikulski Financial’s wealth management and financial planning clients. The role serves as a key contact for account-related needs, coordinating client service and account operations with Financial Planners and operations staff. It contributes to a consistent client experience while maintaining accurate records and following firm policies and applicable regulations.

What you'll do

• Respond to client communications and account questions
• coordinate meeting preparation, follow-up, and ongoing communication
• assist with account access, transactions, estate and beneficiary matters
• process account openings, transfers, distributions, and maintenance requests
• maintain complete documentation and records
• work with custodians to resolve service issues
• provide backup coverage and cross-functional support.

What we're looking for

Skills & competencies

client service coordinator

bettendorf ia

nikulski financial

wealth management

financial planning

client accounts

account maintenance

client relations

$50k–$60k

monday–thursday schedule

friday short day

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) and matching
• dental, health, life, and vision insurance
• health savings account
• paid time off
• parental leave
• professional development assistance
• tuition reimbursement.

About the employer

MRA Recruiting Services is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.