PT Client Service Associate (Annapolis, MD)

Client Care Coordinator – Financial Services

About Us
We are a boutique financial advisory firm dedicated to helping clients simplify complex financial decisions and plan for the future with confidence. Our team is collaborative, client-centered, and committed to delivering exceptional service.

The Opportunity
We are seeking a Client Care Coordinator to join our team. This role is central to ensuring our clients feel valued and supported. The ideal candidate will be detail-oriented, friendly, and proactive, with prior experience in financial services or a professional office setting.

Core Responsibilities

• Manage advisor calendars and client appointment scheduling.
• Maintain accurate records in our CRM and ensure client files are organized.
• Coordinate communication between clients, advisors, and professional partners.
• Provide concierge-level service, anticipating and addressing client needs.
• Use technology to streamline workflows and improve processes.
• Take ownership of assigned projects, ensuring timely and accurate completion.

Qualifications/Skills

• Experience in financial services, client service, or administrative support.
• Strong organizational skills and excellent attention to detail.
• Exceptional interpersonal and communication skills.
• Tech-savvy and comfortable adopting new systems and tools.
• A proactive, self-directed professional who thrives on follow-through.

Company Benefits/Perks

• Competitive compensation. 401(k) plan.
• Flexible hours.
• A supportive, mission-driven team culture.
• Opportunities for professional growth and development.