Senior Client Services Coordinator

Company Overview

A fast-growing financial planning firm in Tysons Corner, VA, is seeking a Senior Client Services Coordinator. This role supports team members to ensure every aspect of the client relationship is impeccably managed. We are seeking an organized self-starter with a positive attitude, attention to detail, and a desire to exceed expectations. Prior financial services experience is a plus but not required. This is primarily an in-office position located in a premium office space near The Boro in Tysons Corner, Virginia.

Position Summary

The Senior Client Services Coordinator reports to the Director of Operations. Responsibilities include executing investment, financial planning and insurance forms for new and existing clients, coordinating and preparing for review meetings, responding to inbound calls and emails, and creating the concierge client experience.

The Client Service Associat...