DIRECT HIRE Client Service Coordinator opportunity in Plymouth Meeting, PA!
Join our team! TruSpire Wealth Advisors is seeking a dedicated Client Service Coordinator to support our clients and strengthen our growing organization.
Position Summary
The Client Service Coordinator provides administrative, operational, and client support to ensure a high-quality client experience and efficient office operations. This role serves as a key point of contact for clients, prospects, internal staff, and external partners, supporting the financial advisor and contributing to a professional, welcoming office environment.
Key Responsibilities
Administrative & Business Operations
- Schedule, confirm, and manage client appointments and calendar coordination.
- Answer inbound calls from prospective and existing clients; schedule appointments or appropriately refer inquiries to the Financial Advisor.
- Accurately document client interactions, calls, and service activities in the client management system.
- Serve as the primary point of contact for office facilities-related requests, ensuring a safe, functional, and well-maintained workplace.
- Manage the flow of wholesalers and external partners within the office, including submitting and tracking invoices for approved payments.
- Coordinate client appreciation events, marketing seminars, and other firm-sponsored events.
- Maintain client files and records in compliance with firm policies and records retention requirements.
- Order office supplies and manage other administrative and operational needs as required.
Client Service & Relationship Support
- Greet clients upon arrival and provide professional, welcoming experience.
- Maintain accurate and up-to-date records within the client relationship management (CRM) system.
- Track client milestones and significant life events, assisting the Financial Advisor with timely and appropriate outreach in accordance with the firm’s client relationship management model.
- Review and respond to emails and client inquiries promptly and professionally.
Key Competencies & Traits
- Strong interpersonal skills; professional, friendly, and confident both in person and on the phone.
- Client-focused with a commitment to delivering high-quality service.
- Self-motivated with strong initiative and accountability.
- Highly organized with excellent follow-up skills and attention to detail.
- Ability to manage multiple priorities effectively while maintaining accuracy and professionalism.
Qualifications
- Bachelor’s degree required.
- Proficiency in Microsoft Office, including Outlook (calendar and email), Excel, and Word.
- Prior experience in the financial services and/or insurance industry preferred but not required.
Gage is a trusted professional recruiting firm with over 40 years of experience, connecting top talent with career opportunities in multiple sectors. With a people-first approach, Gage empowers and connects employers and candidates across multiple industries, including finance, accounting, administrative, manufacturing, skilled trades, and more. Gage specializes in direct-hire skilled and professional placements, as well as contract jobs, internships and temporary roles with local, national and global employers. Gage is an equal opportunity employer headquartered in Reading, Pennsylvania.
#TalentAcquisition #SearchSolutions #StaffingSolutions #JobOpportunities #HiringNow #Jobs #JobSearch #CareerGrowth #WorkWithUs #Recruitment #NowHiring #CareerOpportunities #WorkforceSolutions #GageTalent #GageCareers #GreaterReading #Reading #Lancaster #Philadelphia #Pennsylvania #USA #WomanOwned #GageTalentNetwork
