Client Service Coordinator

Client Service Coordinator Forgent - 3.5 Woodstock, GA Job Details Full-time $50,000 - $75,000 a year 1 day ago Benefits Health savings account Health insurance Dental insurance 401(k) Professional development assistance Qualifications Wealth management Teamwork Data management Task prioritization Appointment scheduling Banking Technical Proficiency Time management Full Job Description Overview The Client Service Coordinator is an in-person role based in Woodstock, GA and functions as the central operational anchor for the firm's wealth management, lending, and tax teams, serving as the first point of client contact and coordinator for incoming requests. The day-to-day centers on handling inbound calls, managing and synchronizing advisor calendars, tracking outstanding client needs across service lines, and organizing client data and workflows within a custom CRM environment. The standard is proactive client care, accuracy in follow-through, and a consistent ability to keep both team and clients organized without repeated reminders. The firm expects comfort with learning new technologies and processes as they evolve, and effective prioritization in a fast-moving, multi-stakeholder context is essential. Success shows up in clean, actionable CRM records, smooth coordination across advisors, and clients who feel informed and supported at each step. This is a growth-oriented operations role, not a traditional admin position. The expectation is autonomy, ownership, and eventual upward mobility toward operational leadership. The work is primarily onsite; candidates seeking remote, narrowly-scoped, or purely task-based admin roles will not thrive in this role. Long-term career paths include moving into a director-level operations role or pursuing an advisory path, such as becoming an advisor within three years. Responsibilities Serve as the first point of contact and central coordinator for clients and prospects across wealth management, lending, and tax services. Answer approximately inbound calls, gather information, and route inquiries appropriately. Manage and synchronize advisor calendars, schedule and confirm meetings, and ensure meeting preparation. Track outstanding client needs and proactively follow up on requests. Maintain accurate and up-to-date records in the custom CRM and custodial platforms. Ensure all client data and workflows are organized. Execute high-detail, repeatable operational tasks autonomously, adapting to evolving processes and technology. Support a mix of independent work and brief, high-collaboration periods with the team. Organize and prioritize tasks, ensuring client needs are handled promptly and professionally. The ideal candidate is highly organized, service-oriented, proactive, and comfortable communicating in a polished manner. The role requires technological comfort and a willingness to adapt to new technologies, as this person will need to navigate a number of different technology platforms. Ideal Candidate Traits Highly organized, service-oriented, proactive, strong task and time management, confident but curious, growth mindset, logical prioritization, technology adaptive, comfortable with client interaction, reliable in autonomous work, polished communicator. Candidates must have 2-5 years experience in financial services, ideally at a financial planning firm, wealth management firm, or a bank. Required Licenses Series 65 (preferred, not required) Compensation $50,000-$75,000 base, depending on licenses and experience, plus up to 20% performance bonus

Pay:

$50,000.00 - $75,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Health savings account Professional development assistance

Work Location:

In person