Client Care Coordinator at Real Wealth Advisors, LLC

Client Care Coordinator

On-Site

We know your time and energy are among your most valuable investments. Choosing where to spend your workday hours isn’t just about a job; it’s about finding the right fit with a firm that values your contributions, supports your growth, and aligns with your goals. We’re looking for a Client Care Coordinator who’s not only skilled and organized, but who wants to build a meaningful career at a firm where their efforts matter.

About Us

At Real Wealth Advisors, we believe financial planning should be more than a transaction. It’s a relationship built on trust, service, and a commitment to our client’s success. Our entire team leads with a service mindset, believing that it is our role to give clients peace of mind and make their lives easier. We’ve built a close-knit community with our clients, which we believe is the power behind our success! We evolve every day and want to keep getting better for our clients, but we will never sacrifice their experience simply for firm growth. We build each other up, teach the “why”, listen to each other, genuinely enjoy spending time together, and are seeking someone with these same values.

Position Summary:

The Client Care Coordinator will be responsible for overseeing the day-to-day administrative operations of our branch office. This role includes managing office tasks, supporting the RWA team, and ensuring that the office operates in a professional, organized, and efficient manner. The ideal candidate will be proactive, highly organized, and have strong communication skills, all while maintaining a high level of professionalism.

Key Responsibilities:

Office Operations & Support:

·        Assist with front office operations, including greeting clients, answering phone calls, and directing inquiries to the appropriate team members.

·        Maintain the office environment to ensure it is organized, clean, and presentable at all times.

·        Order office supplies, maintain inventory, and ensure office equipment is functional.

·        Assist in preparing and processing account documentation and client reports.

Client Relations:

·        Serve as the first point of contact for clients visiting the branch or calling in.

·        Provide general information to clients regarding services offered and direct them to appropriate team members.

·        Maintain client records, ensure accuracy, and assist with scheduling appointments.

Administrative Support:

·        Assist in coordinating meetings, appointments, and events for advisor(s) and clients.

·        Prepare, organize, and maintain files, records, and other essential documents.

·        Handle incoming and outgoing correspondence, including mail, email, and faxes.

·        Support compliance by ensuring necessary documentation and forms are up to date.

Financial Document Management:

·        Assist with data entry, processing forms, and maintaining client files in accordance to privacy policies and regulatory standards.

·        Ensure that all paperwork, filings, and data are properly organized and filed away.

Branch Coordination:

·        Work closely with the RWA Advisors and team members to ensure smooth daily operations.

Qualifications:

·        4-year college degree or higher; a degree in business administration, finance, or a related field is a plus.

·        Previous experience in an administrative role, preferably within a financial services environment.

·        Strong organizational skills, with the ability to multitask and manage competing priorities.

·        Excellent communication skills (written and verbal) and a friendly, professional demeanor.

·        Proficient in Microsoft Office Suite (Word, Excel, Outlook) and general office equipment (copiers, scanners, fax machines).

·        Ability to maintain confidentiality and handle sensitive information with integrity.

·        A proactive, resourceful attitude with a strong attention to detail.

·        Basic understanding of financial products and services is a plus, but not required.

Work Environment:

·        Full-time, in-office position.

·        Monday through Friday schedule (8am to 5pm).

·        Occasional overtime may be required to support needs.

What We Offer:

·         Competitive compensation based on experience

·         A supportive, team-oriented environment

·         Professional development support

·         Career advancement opportunities

·         Benefits package including health insurance, 401(k) with a match, paid time off