Client Services Coordinator

Job overview

The Client Services Coordinator works in person in Fort Myers, Florida. Pay is $60,000–$70,000 per year, based on experience. Valmark Financial Group’s posting describes a boutique financial services firm focused on guiding individuals toward and through a financially healthy retirement. The coordinator manages and services new and existing accounts, supports office operations, and maintains accurate client documentation and transactions. The role also provides employee-benefits service, supports open enrollment, monitors caseload priorities and monthly profit-and-loss reports, and helps keep the team organized and connected.

What you'll do

• Welcome clients and visitors
• answer and direct calls
• manage office inventory and supplies
• support administrative operations
• service existing accounts and maintain client follow-through
• prepare and audit summary documents
• identify potential additional business and inform leadership
• monitor caseload priorities and monthly profit-and-loss reports
• support employee-benefits clients and open enrollment.

What we're looking for

Skills & competencies

client services coordinator

full-time

fort myers fl

valmark financial group

$60k–$70k/year

financial services

client accounts

employee benefits

office operations

open enrollment

monday–friday

life and health license

Work arrangement

• Weekend coverage required

Benefits & perks

• Health insurance
• paid time off
• professional development assistance
• bonus pay.

Why this role

Employee benefits knowledge is required. A life and health license, or willingness to obtain one within 90 days, is required. The posting specifies an eight-hour Monday-to-Friday schedule.

About the employer

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