Client Service Coordinator

About Us

We are a growing wealth management firm led by established leaders in the financial planning space with over 2 decades of experience. We are committed to delivering exceptional client experiences through precision, professionalism, and trust. Our work matters deeply to our clients, and we operate with a high level of accountability, organization, and care.

We are looking for an Executive Assistant & Client Service Coordinator who thrives in a fast-paced, detail-oriented environment and is excited to build a long-term career in operations. This is not just an administrative role—with the right person, it’s an opportunity to eventually become a key operator within a high-performing team. For this position, flexibility is an option, though most weeks, we'd love to have someone available between the hours of 10am-2pm or 3pm, if possible, and someone who might be local to Boise who could help with in-person projects like gifts, client events, and mail sorting occasionally.

Our Core Values

How we work matters just as much as what we do:

• Tenacity – We follow through and stay committed until the job is done right.
• Professionalism – We show up prepared, communicate clearly, and maintain high standards in all interactions.
• Integrity – We do the right thing, protect confidentiality, and take ownership of our actions.
• Resourcefulness – We think critically, solve problems, and find answers.
• Generosity – We support one another and contribute to a positive, team-oriented environment.

What You’ll Do

Client & Administrative Support

• Prepare, process, and manage client paperwork with precision and accuracy
• Maintain highly organized digital filing systems
• Track and follow up on outstanding items to ensure nothing falls through the cracks

Scheduling & Client Experience

• Coordinate and manage client meeting schedules
• Support a high-touch, welcoming client experience
• Communicate professionally with clients and team members

Reporting & Operations

• Download, organize, and maintain client reports and statements
• Accurately log all client interactions and documentation in CRM
• Identify and suggest process improvements and efficiencies

Marketing & Engagement

• Assist with basic marketing initiatives and projects
• Coordinate and send client gifts for milestones and special occasions
• Support client events and engagement efforts

Office & Local Support

• Run occasional local errands (if in Boise area)
• Help maintain a polished, professional office environment

How We Operate

This role is ideal for someone who aligns with how we work. There will be mentorship and on the job training for this position. Questions are encouraged. Here’s a bit more about how we work:

• We take pride in delivering accurate, polished, presentation-ready work
• We believe in clear, proactive communication—no one is left guessing
• We document thoroughly—every client interaction is tracked and organized
• We follow through consistently—details matter, and nothing slips
• We approach challenges with resourcefulness and ownership
• We support each other and operate as a team

What we’re looking for in this position:

• Someone who is highly detail-oriented with strong organizational skills
• Exceptional follow-through and sense of ownership
• Warm, professional, and client-focused demeanor
• Strong written and verbal communication skills
• Proficient in Microsoft Office and general PC tools
• Ability to take direction and also work independently
• Proactive problem solver with a “figure-it-out” mindset
• Interest in financial services and building a long-term career in the industry

Professional Expectations

• Meet deadlines and communicate proactively if timelines shift
• Acknowledge requests promptly and maintain strong communication habits
• Take full ownership of responsibilities and follow through without prompting
• Maintain strict confidentiality and discretion
• Double-check work for accuracy—details matter
• Approach challenges with solutions, not just questions

This role is for you if:

• You take pride in getting the details right
• You naturally follow up and close loops
• You enjoy creating order and structure
• Optional: You want to grow into a long-term career, not just hold a job

This role is not for you if:

• You struggle with organization or attention to detail
• You prefer minimal structure or loose processes
• You avoid follow-up or accountability or dislike working in a fast-paced environment