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Client Services Coordinator

Artemis Solutions is partnering with a respected wealth management firm to find a Client Services Coordinator who will play a key role in delivering an exceptional client experience.

This position is ideal for someone who enjoys working with people, thrives in a professional environment, and takes pride in creating a welcoming and organized office experience. You will be the first point of contact for clients, helping ensure every interaction reflects the firm’s high standards of service and professionalism.

If you are detail-oriented, dependable, and enjoy supporting a team while providing outstanding client service, this could be a great opportunity to grow your career within the financial services industry.

What You’ll Do

Client Experience & Front Office Leadership

• Serve as the first point of contact for clients both in person and by phone
• Greet clients warmly and ensure every visit is professional and welcoming
• Manage incoming calls and route client requests appropriately
• Coordinate and schedule appointments, including calendar management for the President/CEO
• Prepare meeting spaces and ensure clients feel comfortable during their visit
• Maintain an organized, polished front office environment

Administrative & Operational Support

• Provide administrative support to advisors and internal staff
• Maintain accurate client records within the firm’s CRM system
• Assist with document preparation, scanning, and filing
• Prepare materials for client meetings and presentations
• Monitor and order office supplies
• Support daily office operations to ensure efficiency and organization

Tax Season Support (January – April 15)

• Assist with scanning, sorting, and organizing tax documentation
• Support administrative processes related to tax return preparation
• Maintain accuracy and attention to detail during high-volume periods

What We’re Looking For

• High school diploma required; Associate’s or Bachelor’s degree preferred
• Previous experience in administrative support or client service roles
• Financial services or professional office experience is a plus
• Strong Microsoft Office skills (Outlook, Word, Excel)
• Experience with CRM systems preferred
• Ability to learn and utilize tax software systems

Key Skills

Excellent customer service (in person and phone)

Strong communication and interpersonal skills

High attention to detail

Ability to multitask in a fast-paced environment

Professionalism and discretion with confidential information

Dependable, proactive, and organized

Compensation & Benefits

Salary Range: $50,000-$60,000 based on experience

4 weeks of PTO plus paid holidays

Health insurance

Retirement Plan with Company Match

Career growth within a well-established wealth management firm

Supportive, team-oriented culture

Schedule

Monday – Thursday: 8:00 AM – 4:30 PM

Friday: 8:00 AM – 1:00 PM

Join Us:

If you're ready to embark on a fulfilling journey with a supportive team dedicated to excellence and work-life balance, apply now to become part of our growing family at Artemis Solutions. Your future awaits in the vibrant city of Danville, where professional success and personal fulfillment converge!

To learn more, please contact Artemis Solutions directly. All inquiries will remain confidential.