Administrative & Client Services Coordinator

Job overview

The Administrative & Client Services Coordinator works onsite in Andover, MA, with an annual salary of $55,000–$60,000. Arcadia Financial Group’s Client Concierge team supports personalized service across Arcadia Financial Group and Arcadia Tax. The role coordinates client interactions and office operations to provide consistent, attentive service. It manages client requests and meeting logistics, maintains CRM information, supports advisors and tax professionals, and helps keep client-facing spaces prepared.

What you'll do

• Serve as a first point of contact
• provide client service by phone, email, and in person
• coordinate meetings and follow-up
• manage shared inboxes and CRM activities
• maintain client records
• support advisors, planners, tax professionals, and operations teams
• coordinate correspondence and office readiness
• assist with events and cross-functional coverage.

What we're looking for

Skills & competencies

administrative coordinator

client services

client concierge

crm

financial services

andover ma

arcadia financial group

$55k–$60k/year

monday–friday 8:30 a.m.–5:00 p.m.

full-time

Work arrangement

• Weekend coverage required

Benefits & perks

• Employer-paid health, dental, and vision insurance
• unlimited paid time off
• flexible scheduling
• fully covered disability and life insurance
• 401(k) with 4% company match
• quarterly clothing allowance
• professional development and continuing education.

Why this role

The Client Concierge team applies hospitality principles to financial services and supports both Arcadia Financial Group and Arcadia Tax.

About the employer

Arcadia Financial Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.