Client Development Coordinator

About the role

The organization operates in the financial services industry, focusing on helping families simplify and enhance their financial lives. It integrates financial planning, investment management, tax, estate, and insurance services through a unified team approach. Serving over 31,300 families in more than 90 cities across the United States, the organization functions as an independent, national fiduciary with a legal obligation to act in clients’ best interests. It has been recognized as the top Registered Investment Adviser firm for its size category by Barron’s based on multiple performance metrics. The company emphasizes diversity and flexible work arrangements, with a workforce composed of 50% women in client-facing roles.

The Client Development Coordinator supports Regional Vice Presidents and the Direct Client Development team by managing administrative and operational tasks. This role is essential for coordinating client development activities, maintaining data integrity, and facilitating internal collaboration. The position contributes to the organization’s growth efforts and ensures a smooth experience for prospective clients through effective communication and organization.

Responsibilities

• Provide administrative and operational support to Regional Vice Presidents and the client development team
• Coordinate scheduling of internal and external meetings
• Prepare meeting materials and assist with case preparation
• Maintain accurate meeting notes and update CRM systems
• Support client and prospect outreach, including email communications and follow-ups
• Collaborate with internal teams to complete client development requests on time
• Assist with pipeline tracking, reporting, and data management
• Support hand-off processes between client development, onboarding, and service teams
• Perform other related duties as needed

Requirements

• High School diploma required; Bachelor’s degree strongly preferred
• Prior sales support experience is beneficial
• Experience in the financial services industry is a plus
• Ability to prioritize tasks in a fast-paced environment with attention to detail
• Strong collaboration skills and ability to build relationships internally and externally
• Excellent verbal and written communication skills
• Proficient in MS Word, Excel, and Outlook; experience with CRM systems (Salesforce preferred)
• Commitment to continuous learning and professional growth

Benefits

• Company-paid Basic Life and AD&D Insurance
• Company-paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D, Short-Term Disability, Accident, Critical Illness, and Hospital Indemnity Insurance
• Multiple medical plan options including High Deductible Health Plans and traditional co-pay plans
• Kaiser medical plans available in California
• Health Savings Account with company contributions for eligible plans
• Two comprehensive dental plans
• Vision insurance plan
• Dependent Care Savings Account
• Fourteen company-paid holidays

Pay

Base pay range $25–$29 USD per hour. Eligible for incentive compensation through the organization's incentive programs. Actual pay will depend on geographic location, experience, education, skills, and certifications.