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Client Support Coordinator

United States, Maumee · Job Posted June 01, 2026
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Job Responsibility

  • Prepare client review updates for advisors before meetings
  • Attend client review meetings and update electronic client files in real time
  • Coordinate follow-up service and support items after meetings
  • Work with internal compliance and broker-dealer partners to answer questions and resolve client inquiries

Requirements

  • 2+ years of client service and/or administrative support experience, preferably in financial services
  • Strong communication and organizational skills
  • High attention to detail
  • Associate’s or Bachelor’s degree in business or related field preferred

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