Client Account Coordinator

We are seeking a detail-oriented Client Account Coordinator to join our firm. This role is responsible for managing client relationships, assisting with account administration, and ensuring compliance with regulatory requirements. Key duties include processing new accounts, maintaining accurate client records, coordinating transactions with custodians, and providing exceptional client support. The ideal candidate has experience in financial services, strong communication skills, and proficiency in CRM systems. A background in investment operations or regulatory compliance is a plus. This is an excellent opportunity for a motivated professional to grow within a dynamic and client-focused firm.