Client Care Coordinator
Confidential
Posted: January 30, 2026
Interested in this position?
Create a free account to apply with AI-powered matching
Quick Summary
Join a growing financial services firm in Titusville, Florida, as a Client Care Coordinator, where you'll provide exceptional client service and support to our professional office.
Required Skills
Job Description
Join a Professional Office Where Clients Come First
Wealth Management Financial (WMA) is a trusted financial services firm providing financial planning, accounting, and wealth management solutions to individuals and families. We pride ourselves on professionalism, accuracy, and exceptional client service.
We are growing and seeking a Client Care Coordinator to serve as the welcoming face and organizational backbone of our professional office. This role is ideal for someone who enjoys working with people, thrives in a polished environment, and is interested in building a long-term career in financial services.
About the Role
As the Client Care Coordinator, you are the first point of contact for our clients and a key contributor to the overall client experience. You’ll support both clients and internal team members by keeping the office organized, communication flowing smoothly, and details handled with care.
WMA is a very systems-driven office. Team members work across multiple software platforms throughout the day, so comfort with technology, strong attention to detail, and a willingness to learn new tools are essential for success in this role.
This position offers meaningful growth potential. We invest in our team through training and development, with opportunities to advance into senior client service, operations, or administrative leadership roles.
What You’ll Do
Greet clients and visitors warmly and professionally in a polished office setting
Answer incoming calls, emails, and correspondence with accuracy and professionalism
Assist with new client onboarding, document collection, and CRM data entry
Schedule client appointments and manage team calendars
Support advisory and accounting staff with document preparation and organization
Maintain an orderly reception area and professional office appearance
Process mail, deliveries, and office supply orders
Manage expense reports and provide general administrative support as needed
What We’re Looking For
Previous experience in an administrative, reception, or client service role
Excellent verbal and written communication skills
Strong organizational skills and attention to detail
Comfort working in multiple software systems throughout the day
Proficiency with Microsoft Word, Excel, and Outlook
Positive attitude, professionalism, and a willingness to learn
Experience with CCH iFirm, CRM systems, or DocuSign is a plus
High school diploma required; additional education preferred
Why Work With Us
Competitive pay and benefits, commensurate with experience
A professional, team-oriented office environment
Clear opportunities for career growth and advancement
Ongoing training and professional development
A purpose-driven firm that values integrity, reliability, and exceptional client service
How to Apply
Please apply with your resume and a brief cover letter explaining why you would be a great fit for the Client Care Coordinator role at Wealth Management Financial.