Client Service Coordinator

Job overview

Client Service Coordinator is an onsite, full-time role in Raleigh, NC. Compensation is not specified. The position supports a Financial Advisor and Senior Client Service Associate serving a large book of business. The coordinator helps deliver a strong client experience by handling administrative and account-service work, coordinating client communications and meetings, and maintaining accurate records in accordance with firm procedures.

What you'll do

• Schedule appointments and handle client correspondence and incoming calls
• prepare paperwork and reports for client meetings and follow-up
• process account paperwork and requests through completion
• deposit checks and maintain the check blotter under compliance guidelines
• update client information in the CRM
• manage mailing lists
• order office supplies and coordinate infrastructure requests.

What we're looking for

Skills & competencies

client service coordinator

raleigh nc

kestra financial

client support

financial advisor support

administrative functions

appointment scheduling

account paperwork

crm

client meetings

full-time

onsite

Work arrangement

• Weekend coverage required

Benefits & perks

• Competitive pay, time off, and a retirement plan.

Why this role

The posting describes a family-owned business with a steady, pleasant work environment, competitive pay, time off, and a retirement plan.

About the employer

Kestra Financial Independent Advisor is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.