Client Relations Coordinator - William Skillender Wealth Management : Job Details

We are seeking a polished, proactive, and service-driven Client Relations Coordinator to be the face of our company and deliver a truly elevated client experience. In this role, you'll create exceptional first impressions and set the tone for every interaction. You'll support a professional, fast-paced office environment where attention to detail, warmth, and professionalism are essential.

The ideal candidate has a passion for hospitality-level service, thrives on making people feel seen and valued, and is confident managing multiple priorities while maintaining a calm, welcoming presence.

• Greet clients and visitors warmly and professionally
• Manage phone calls, emails, and client inquiries
• Maintain a clean and organized reception area
• Follow up on client needs or concerns in a timely manner
• Assist with internal projects and events as needed
• Accurately update client information in the CRM system

• Excellent time management and multitasking abilities
• Strong problem-solving and decision-making skills
• Ability to work independently and as part of a team
• High attention to detail and accuracy
• Demonstrates integrity, professionalism, and flexibility

• Small, friendly, team-oriented office
• Standard office physical demands
• In-person position (not remote or hybrid)

• Health insurance
• Consistent Monday–Friday schedule
• Supportive team culture
• Opportunities for growth & professional development

Required:

• High school diploma or GED
• Demonstrated history of outstanding customer service
• Strong communication and organizational skills
• Dependable and professional with a positive attitude
• References from past employers
• Clear background check

Preferred:

• Associate or bachelor's degree
• Experience in a professional services or financial office