Client Coordinator

We need to output HTML fragment with sections for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use

for each heading. Use

• for any list of duties/requirements/benefits. Use

  for prose. Do not repeat job title as heading. Do not put Job ID etc. Remove boilerplate. Include only sections when posting has real specific content. Must preserve all substantive info. Must not invent or summarize away detail. Must not emit heading with filler/placeholder text. Must not create Pay/Schedule/Benefits sections unless posting actually states them. The posting includes compensation: "Compensation Minimum: $30.00/hr - Maximum: $40.00/hr USD". That's pay info. So we can have Pay section with that info. Benefits: there is a Benefits paragraph with many items. So Benefits section. Schedule: "Position Type & Expected Hours of Work This is a full-time, non-exempt position. Days and hours of work are Monday through Friday 8:00 a.m. to 5 p.m. Some remote work and flexibility in hours is allowed based on management’s approval." That's schedule info. So Schedule section. We also have "Job Description Summary/Objective" which is about the role. Could map to About the role. Also "Essential Functions" and "Responsibilities & Duties" could be combined into Responsibilities. "Job Requirements Education & Experience Required" etc. Could be Requirements and Qualifications and Skills. We need to decide sections: About the role (summary/objective). Responsibilities (essential functions + responsibilities & duties). Requirements (education & experience). Qualifications (maybe same as requirements? but we can separate). Skills (proficiency etc). Benefits, Pay, Schedule. We must not create sections with placeholder text. Ensure each section has actual content. We need to preserve all substantive info. So we need to include all details from the posting, but we can reorganize into sections. We must not repeat job title. Not include Job ID etc. Remove boilerplate like EEO, etc. Also remove lines like "This job description is not designed to cover..." maybe that's boilerplate but it's substantive? It's a disclaimer about essential functions may change. Might be considered boilerplate but it's part of job description. The instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." The disclaimer about essential functions may change could be considered legal boilerplate? Might be considered generic. Safer to remove it? It's not EEO but it's a generic statement. Might be considered boilerplate. I'd remove it to be safe. Also remove lines like "Job Compensation & Benefits Through our competitive compensation..." that's intro to benefits; we can keep the substance. We need to output only HTML fragment. Let's extract content: Summary/Objective: "Reporting to the Senior Wealth Advisor, the Client Coordinator supports our wealth management team. This role is the operational backbone of the client experience — managing scheduling, communications, and administrative workflows for advisors while serving as a warm, professional first point of contact for clients. The ideal candidate is highly organized and personable, who thrives in a fast-paced, detail-oriented environment and takes pride in keeping a busy advisory practice running smoothly." Essential Functions list (bulleted): - Serve as the primary point of contact for clients, delivering exceptional service by managing communications, coordinating meetings, and supporting a professional and welcoming client experience. - Provide administrative and operational support to advisors by managing calendars, preparing meeting materials, coordinating follow-up activities, and assisting with correspondence, reports, and presentations. - Process and maintain client account documentation, including new account setup, account maintenance requests, transfers, and CRM records, ensuring accuracy, completeness, and timely execution. - Support the efficient operation of the wealth management practice by coordinating office administration, vendor relationships, travel arrangements, firm events, and other team support activities. - Maintain strict confidentiality and compliance standards while handling sensitive client information, documentation, and communications in accordance with firm policies and regulatory requirements. Responsibilities & Duties list (bulleted): - Serve as the primary point of contact for incoming client calls, emails, and office visits, providing a professional and welcoming client experience - Manage advisor calendars, schedule and confirm client meetings, and coordinate logistics for in-office and virtual appointments - Prepare meeting materials, including account summaries, agendas, and client documentation, in advance of advisor meetings - Process and track new account paperwork, account maintenance requests, and transfer documentation, ensuring accuracy and timely completion - Maintain and update client records and contact information in the CRM system - Coordinate follow-up tasks after client meetings, including sending summaries, action items, and requested documents - Assist with the preparation of correspondence, presentations, and reports for advisors and clients - Support event planning and coordination for client appreciation events, seminars, and firm functions - Manage office administrative functions, including supply ordering, vendor coordination, and mail/document handling - Assist with travel arrangements and expense reporting for advisors as needed - Uphold strict confidentiality and compliance standards when handling sensitive client and financial information - Provide general administrative support to the wealth management team, including filing, data entry, and document preparation Job Requirements Education & Experience Required: - High school diploma required; Associate's or Bachelor's degree preferred - 3+ years of experience as an executive assistant, client service coordinator, or administrative professional, ideally in financial services, legal, or professional services - Exceptional organizational skills with the ability to manage multiple priorities and deadlines simultaneously - Strong written and verbal communication skills with a polished, client-facing demeanor - Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint); experience with CRM systems a plus - High degree of discretion and professionalism when handling confidential client information - Strong attention to detail and follow-through - Ability to work both independently and collaboratively in a team-oriented environment Preferred: - Prior experience supporting financial advisors, wealth managers, or in a registered investment advisory (RIA) environment - Familiarity with custodial platforms (Schwab, Fidelity, etc.) and financial planning software - Notary certification a plus Travel: "No travel is expected for this position." Work Environment: "This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines." Physical Demands: "This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary." Position Type & Expected Hours of Work: "This is a full-time, non-exempt position. Days and hours of work are Monday through Friday 8:00 a.m. to 5 p.m. Some remote work and flexibility in hours is allowed based on management’s approval." Job Compensation & Benefits: intro paragraph then "Compensation Minimum: $30.00/hr - Maximum: $40.00/hr USD" then Benefits list. Benefits list: - Heavily subsidized medical insurance options - Generous employer HSA contributions - 100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health - Dental and Vision plans - Unlimited PTO - Organization-paid holidays, including an extended Winter Break - Safe Harbor 401k Plan - Employer-paid professional dues, licenses, and renewals - Continuing Education resources - Family Planning Assistance Program and Paid Parental Leave - Subsidized fitness programs - CWA has consistently been recognized from rating services and publications such as: (list). This is more about company recognition; could be considered boilerplate? It's not a benefit per se but it's info about firm. Might be considered extra but it's substantive. However it's not a benefit; it's recognition. Could be omitted? The instruction: preserve ALL substantive information; do NOT invent or summarize away detail. So we should keep that recognition list as part of Benefits? It's not a benefit but it's info about the firm. Could be placed in a separate section like "About the Firm" but we don't have that heading. Could include under Benefits as extra bullet? Might be okay but it's not a benefit. However we could create a separate section like "About the Firm" but not allowed headings list only those specified. We could incorporate into Benefits as extra bullet but it's not a benefit. Might be considered filler? The instruction: "Prefer a few substantive sections over many thin ones." Might be okay to include under Benefits as extra bullet. But it's not a benefit; it's company accolades. Might be considered not boilerplate but still substantive. I'd include it as a bullet under Benefits. Also there is EEO statement at end: "Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at hr@cainwatters.com . Your concerns will be handled with the utmost confidentiality and care." That's EEO/legal boilerplate; should be removed. Now we need to structure. Sections:

  About the role

  Reporting to the Senior Wealth Advisor, the Client Coordinator supports our wealth management team. This role is the operational backbone of the client experience — managing scheduling, communications, and administrative workflows for advisors while serving as a warm, professional first point of contact for clients. The ideal candidate is highly organized and personable, who thrives in a fast-paced, detail-oriented environment and takes pride in keeping a busy advisory practice running smoothly.

  Responsibilities

  • Serve as the primary point of contact for clients, delivering exceptional service by managing communications, coordinating meetings, and supporting a professional and welcoming client experience.
  • Provide administrative and operational support to advisors by managing calendars, preparing meeting materials, coordinating follow-up activities, and assisting with correspondence, reports, and presentations.
  • Process and maintain client account documentation, including new account setup, account maintenance requests, transfers, and CRM records, ensuring accuracy, completeness, and timely execution.
  • Support the efficient operation of the wealth management practice by coordinating office administration, vendor relationships, travel arrangements, firm events, and other team support activities.
  • Maintain strict confidentiality and compliance standards while handling sensitive client information, documentation, and communications in accordance with firm policies and regulatory requirements.
  • Serve as the primary point of contact for incoming client calls, emails, and office visits, providing a professional and welcoming client experience
  • Manage advisor calendars, schedule and confirm client meetings, and coordinate logistics for in-office and virtual appointments
  • Prepare meeting materials, including account summaries, agendas, and client documentation, in advance of advisor meetings
  • Process and track new account paperwork, account maintenance requests, and transfer documentation, ensuring accuracy and timely completion
  • Maintain and update client records and contact information in the CRM system
  • Coordinate follow-up tasks after client meetings, including sending summaries, action items, and requested documents
  • Assist with the preparation of correspondence, presentations, and reports for advisors and clients
  • Support event planning and coordination for client appreciation events, seminars, and firm functions
  • Manage office administrative functions, including supply ordering, vendor coordination, and mail/document handling
  • Assist with travel arrangements and expense reporting for advisors as needed
  • Uphold strict confidentiality and compliance standards when handling sensitive client and financial information
  • Provide general administrative support to the wealth management team, including filing, data entry, and document preparation
  Note: Some duplication between Essential Functions and Responsibilities; we kept both sets; that's okay.

  Requirements

  • High school diploma required; Associate's or Bachelor's degree preferred