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Client Support Coordinator

Job

Robert Half

Remote

Full-Time

Posted 3 days ago (Updated 21 hours ago) • Actively hiring

Expires 7/3/2026

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Job Description

Client Support CoordinatorWe are working with a growing client that is seeking a detail-oriented Client Support Coordinator to join their advisory team. This role is focused on delivering an exceptional client experience by supporting advisors throughout the client review process.

This role has the potential of being a hybrid work schedule.
Key Responsibilities:
Prepare client review updates for advisors before meetingsAttend client review meetings and update electronic client files in real timeCoordinate follow-up service and support items after meetingsWork with internal compliance and broker-dealer partners to answer questions and resolve client inquiries