About Us
J.L. Hicks Financial Group is a client‑focused financial services firm dedicated to delivering thoughtful planning, responsive service, and long‑term relationships built on trust. Our team supports clients across investments, insurance, and comprehensive financial planning, and we pride ourselves on a collaborative, high‑integrity culture.
We are seeking a detail‑oriented, proactive Client Services Coordinator to serve as a key point of contact for our clients and internal team. This role is ideal for someone who thrives in a fast‑paced environment, enjoys problem‑solving, and takes pride in delivering an exceptional client experience.
Position Summary
The Client Services Coordinator (also known as a Client Service Associate (CSA) in wealth management and RIA environments) plays a critical role in supporting advisors, maintaining client relationships, and ensuring seamless service across investment, insurance, and financial planning accounts.
This position is ideal for candidates with experience in wealth management, registered investment advisors (RIA), financial planning firms, or broker‑dealer environments who enjoy combining client service, account administration, and internal coordination in a fast‑paced, high‑touch setting.
Key Responsibilities:
Client Service & Relationship Management
- Monitor and manage incoming client requests via email and other communication channels, ensuring timely delegation and follow‑up.
- Serve as a primary point of contact for client service needs, providing clear updates and maintaining a high standard of professionalism.
- Build and maintain strong client relationships based on trust, responsiveness, and attention to detail.
- Document client interactions, requests, transactions, and resolutions accurately in internal systems.
- Manage and resolve client concerns or complaints promptly and effectively.
General Financial Account Servicing
- Process routine service requests for client financial accounts, including but not limited to:
- Distributions and contributions
- Beneficiary change requests
- Account maintenance and updates
- Statement requests and delivery
- Required paperwork follow‑up and tracking
- Coordinate with custodians, carriers, and internal team members to ensure accurate and timely completion of service items.
Internal Coordination & Workflow Management
- Collaborate closely with advisors and team members to ensure client needs are fully understood and addressed.
- Update and manage workflows and tasks within Trello, ensuring accountability and follow‑through.
- Assist with new business paperwork when team capacity requires, supporting a smooth onboarding experience for new clients.
Illustration & Product Support
- Provide annuity, life insurance, disability insurance, and long‑term care illustrations and quotes as needed during high‑volume periods.
- Coordinate with advisors to ensure illustrations align with client needs and planning objectives.
Accounting & Administrative Support
- Assist with preparation of financial and internal reports.
- Support bookkeeping, budget tracking, and financial performance analysis.
- Assist with audit and tax‑related administrative functions, as needed.
Licensing & Compliance Support
- Assist in tracking and ensuring timely renewal of investment and insurance licenses.
- Support compliance‑related administrative tasks as required.
Qualifications & Skills
- 1–5+ years of experience in a Client Service Associate (CSA), Client Services Coordinator, or Client Relationship role within wealth management, financial planning, RIA, or financial services.
- Familiarity with investment accounts, insurance products, and general account servicing (distributions, contributions, beneficiary changes, and maintenance requests).
- Strong organizational skills with the ability to manage multiple priorities and deadlines.
- High attention to detail and accuracy, particularly with financial, compliance, and client data.
- Excellent written and verbal communication skills with a client‑first mindset.
- Comfortable working with CRM, custodial platforms, and workflow tools (experience with Trello, Redtail, Salesforce, or similar systems is a plus).
- Ability to work collaboratively in a team‑oriented wealth management or RIA environment.
- Professional demeanor with a strong commitment to confidentiality.
