Client Services Coordinator

Job Description

Client Services Coordinator | Financial Services

Contract-to-Hire Opportunity | Hybrid/Remote Flexibility

Location: Chicago, IL (Loop)

We are partnering with a boutique financial advisory and wealth management firm seeking a Client Services Coordinator to join their team!

This is an excellent opportunity for a detail-oriented, tech-savvy, and analytical professional who enjoys wearing multiple hats and is eager to gain exposure to multiple areas of financial services. The role offers extensive hands-on training, long-term growth potential, and the opportunity to take on increasing responsibility within a close-knit team.

Position Details:

• Compensation: $24/hour
• Employment Type: Long-term contract with potential for permanent conversion
• Schedule: Initially onsite for training, with the potential to transition to a predominantly remote schedule
• Experience: Open to recent graduates with strong internship experience or professionals with relevant administrative, operational, or financial services experience

Key Responsibilities

• Support daily operations across client service, investment reporting, accounting, and administrative functions.
• Prepare client reports, account summaries, investment presentations, and other financial materials.
• Build and maintain Excel spreadsheets, utilizing formulas to organize and analyze financial data.
• Assist with client account documentation, forms, fund transfers, and other service requests.
• Review invoices, reconcile accounts, and support basic accounts payable and receivable functions.
• Compile and analyze investment information, including account positions, asset allocations, and stock data.
• Utilize financial technology platforms, including Morningstar and proprietary internal systems.
• Coordinate with external service providers and support client communications.
• Learn and assist with regulatory compliance reporting and related processes.
• Identify opportunities to improve workflows and operational efficiency through technology.

Qualifications

• Bachelor's degree preferred.
• Experience or internships in financial services, wealth management, banking, accounting, or a related field preferred, but not required.
• Strong intermediate Excel skills required, including the ability to build spreadsheets from scratch and confidently use formulas.
• Working knowledge of basic accounting principles, including AP/AR, debits and credits, and account reconciliations.
• Strong technical aptitude and the ability to quickly learn new software and systems.
• Excellent organizational skills, attention to detail, and ability to manage competing priorities.
• Resourceful, proactive problem-solver who is comfortable working independently.
• Strong written and verbal communication skills.
• Eagerness to learn, take initiative, and grow professionally.

Why This Opportunity?

• Comprehensive Training: Work directly with an experienced team member who will provide extensive hands-on training and mentorship.
• Broad Exposure: Gain experience across wealth management, investments, accounting, client service, technology, and compliance.
• Career Growth: Opportunity to take on greater ownership and responsibility, with potential for permanent employment.
• Collaborative Environment: Join a small, established team where your contributions will have a meaningful impact.
• Flexibility: Opportunity for a predominantly remote schedule following the initial training period.