Client Support Coordinator – Financial Services Company with a 4.8 on Glass at #twiceasnice Recruiting

Cincinnati, Ohio, United States -

Full Time

Start Date

Immediate

Expiry Date

30 Jul, 26

Salary

65000.0

Posted On

01 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Support, Administrative Support, Account Management, CRM Systems, Financial Transactions, Data Accuracy, Technical Aptitude, Communication, Documentation, Scheduling, Professional Services, Investment Team Support

Industry

Staffing and Recruiting

Description

Client Support Coordinator – Financial Services Company with a 4.8 on Glassdoor! Location: NE Cincinnati, OH Salary: $63,000-$65,000 Benefits: Medical, Dental, Vision, Life, PTO, Holidays, Company-Based Incentives Start Date: ASAP Job Type: Full-Time Typical Hours: M-F, 8:30 am – 5:00 pm (some flexibility); Great Work/Life Balance! Sponsorship not available Client Support Coordinator (client services/professional services exp. req.) Description Our client, a privately held financial services firm, is looking for a Client Support Coordinator to join their Cincinnati-area office. This role supports an investment team with a mix of administrative work, client communication, and account-related tasks, often involving sensitive information and tight timelines. The environment is fairly tech-driven, so being comfortable learning new systems and working across digital tools is important. They’re looking for someone who is organized, detail-oriented, and able to manage multiple priorities, take direction well, and work closely within a team-oriented environment. While financial services experience is a plus, candidates from other professional services environments with strong systems and client support experience can ramp up quickly. The organization is deeply rooted in service, balancing strong performance with a genuine commitment to doing right by both clients and employees. With a 4.8 Glassdoor rating and consistent recognition for workplace culture, this is an excellent opportunity for someone who brings a thoughtful, organized approach and thrives in a collaborative, client-focused, and evolving environment. Client Support Coordinator (client services/professional services exp. req.) Responsibilities • Develop and maintain a working knowledge of client accounts • Act as a point of contact for client communications via phone and email • Prepare and process new account openings using digital tools (e.g., e-signature) • Coordinate account transfers, distributions, and maintenance requests • Draft correspondence and prepare documentation for clients and financial institutions • Process financial transactions (ACH, wires, etc.) • Maintain and update CRM systems and client records with a high level of accuracy • Serve as a liaison between internal teams and external financial institutions • Support preparation and distribution of client materials, including quarterly reports • Assist with special projects such as client events and team initiatives • Schedule meetings and manage calendars using digital tools • Participate in ongoing training and adapt to new systems and workflows Client Support Coordinator (client services/professional services exp. req.) Qualifications • 3 years of office-based client support experience required • Experience in a professional services environment required (e.g., financial services, banking, legal, accounting, etc.) • Strong technical aptitude with comfort learning new technologies required • CRM or ERP experience required • Ability to work onsite required

Responsibilities

The Client Support Coordinator will manage client communications, process account openings, and handle financial transactions. They will also maintain CRM records and act as a liaison between internal teams and financial institutions.