Client Service Associate
Coastal Wealth
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- Location
- Tallahassee, FL
- Work style
- Hybrid
- Job type
- Full time
- Posted
- Oct 20
- 2 days ago
Career path
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About the company
Coastal Wealth
Financial services · 51 to 200 employees
What you'll do
- Manage daily administrative and office operations
- Answer and coordinate phone calls, emails, and client communications
- Schedule meetings, appointments, and follow-ups
- Assist with preparation and organization of client and business documents
- Maintain accurate records and confidential information
- Support the team with presentations, reports, and general administrative projects
- Coordinate with clients, team members, and professional partners
- Help maintain an organized and welcoming office environment
What you need
- Manage daily administrative and office operations
- Answer and coordinate phone calls, emails, and client communications
- Schedule meetings, appointments, and follow-ups
- Assist with preparation and organization of client and business documents
- Maintain accurate records and confidential information
- Support the team with presentations, reports, and general administrative projects
- Coordinate with clients, team members, and professional partners
- Help maintain an organized and welcoming office environment
- Provide professional communication and customer service
- Assist with special projects and other responsibilities as the business grows
- Prior administrative, office, or client service experience preferred
- Strong organizational skills and attention to detail
- Professional written and verbal communication skills
- Comfortable managing confidential and sensitive information
- Proficiency in Microsoft Office (Word, Excel, Outlook)
- Understanding of Social Media and Digital Practice Management
- Financial services or wealth management experience a plus, not required
Key skills
Organizational skillsAttention to detailWritten and verbal communicationConfidential informationMicrosoft OfficeWordExcelOutlookSocial MediaDigital Practice Management
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Read the full posting here
Client Service Associate
Full-Time, In-Office | Tallahassee, FL
ABOUT THE ROLE
Lester Hamrick, financial advisor with Coastal Wealth, is seeking a detail-oriented and personable Client Service Associate to support the daily operations of his Tallahassee practice. This role is central to delivering a smooth, professional client experience while keeping the office organized and running efficiently.
KEY RESPONSIBILITIES
• Manage daily administrative and office operations
• Answer and coordinate phone calls, emails, and client communications
• Schedule meetings, appointments, and follow-ups
• Assist with preparation and organization of client and business documents
• Maintain accurate records and confidential information
• Support the team with presentations, reports, and general administrative projects
• Coordinate with clients, team members, and professional partners
• Help maintain an organized and welcoming office environment
• Provide professional communication and customer service
• Assist with special projects and other responsibilities as the business grows
QUALIFICATIONS
• Prior administrative, office, or client service experience preferred
• Strong organizational skills and attention to detail
• Professional written and verbal communication skills
• Comfortable managing confidential and sensitive information
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Understanding of Social Media and Digital Practice Management
• Financial services or wealth management experience a plus, not required
COMPENSATION & BENEFITS
Competitive salary, commensurate with experience. [Benefits details to be confirmed.