Investment Services Coordinator​

Drive Client Success as an Investment Services Coordinator

Are you detail-driven and passionate about supporting financial growth? As an Investment Services Coordinator, you’ll play a vital role in delivering exceptional service to clients while supporting the operational side of investment planning and wealth management.

What You’ll Do:

📈 Support Investment Operations – Manage administrative and back-office processes related to investment accounts, transfers, transactions, and reporting.
🤝 Enhance Client Relationships – Act as a trusted point of contact, responding to inquiries, resolving issues, and ensuring timely communication.
📋 Prepare Documentation & Reports – Assist in onboarding new clients, processing account forms, and preparing client review materials.
🔍 Ensure Accuracy & Compliance – Maintain detailed records, monitor transactions, and support compliance procedures in accordance with regulatory guidelines.
📞 Coordinate with Advisors & Custodians – Liaise between clients, financial advisors, and custodians to streamline service delivery.

Who You Are:

✔ Experienced in investment services, financial administration, or client support
✔ Organized and tech-savvy, with strong attention to detail
✔ Knowledgeable in brokerage accounts, mutual funds, or retirement plans
✔ Skilled in CRM platforms and financial service tools (e.g., custodial portals, portfolio software)
✔ An excellent communicator and problem-solver

Why You’ll Thrive Here:

✅ Be part of a collaborative, client-focused financial services team
✅ Gain hands-on experience in investment operations and client service
✅ Access career development and industry training opportunities
✅ Play a key role in helping clients achieve financial success

📊 Elevate Investment Experiences

As an Investment Services Coordinator, you’ll bring precision, care, and excellence to every interaction—ensuring clients receive outstanding support on their financial journey.

👉 Apply today to be the trusted engine behind exceptional investment service.