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Client Support Coordinator – Financial Services Company with a 4.8 on Glassdoor!
Location: NE Cincinnati, OH
Salary: $63,000-$65,000
Benefits: Medical, Dental, Vision, Life, PTO, Holidays, Company-Based Incentives
Start Date: ASAP
Job Type: Full-Time
Typical Hours: M-F, 8:30 am – 5:00 pm (some flexibility); Great Work/Life Balance!
Sponsorship not available
Client Support Coordinator (client services/professional services exp. req.) Description
Our client, a privately held financial services firm, is looking for a Client Support Coordinator to join their Cincinnati-area office. This role supports an investment team with a mix of administrative work, client communication, and account-related tasks, often involving sensitive information and tight timelines. The environment is fairly tech-driven, so being comfortable learning new systems and working across digital tools is important. They’re looking for someone who is organized, detail-oriented, and able to manage multiple priorities, take direction well, and work closely within a team-oriented environment. While financial services experience is a plus, candidates from other professional services environments with strong systems and client support experience can ramp up quickly. The organization is deeply rooted in service, balancing strong performance with a genuine commitment to doing right by both clients and employees. With a 4.8 Glassdoor rating and consistent recognition for workplace culture, this is an excellent opportunity for someone who brings a thoughtful, organized approach and thrives in a collaborative, client-focused, and evolving environment.
Client Support Coordinator (client services/professional services exp. req.) Responsibilities
• Develop and maintain a working knowledge of client accounts
• Act as a point of contact for client communications via phone and email
• Prepare and process new account openings using digital tools (e.g., e-signature)
• Coordinate account transfers, distributions, and maintenance requests
• Draft correspondence and prepare documentation for clients and financial institutions
• Process financial transactions (ACH, wires, etc.)
• Maintain and update CRM systems and client records with a high level of accuracy
• Serve as a liaison between internal teams and external financial institutions
• Support preparation and distribution of client materials, including quarterly reports
• Assist with special projects such as client events and team initiatives
• Schedule meetings and manage calendars using digital tools
• Participate in ongoing training and adapt to new systems and workflows
Client Support Coordinator (client services/professional services exp. req.) Qualifications
• 3 years of office-based client support experience required
• Experience in a professional services environment required (e.g., financial services, banking, legal, accounting, etc.)
• Strong technical aptitude with comfort learning new technologies required
• CRM or ERP experience required
• Ability to work onsite required
