We are looking for a Client Service Coordinator to join our team at Cooke Financial Group. This entry-level role is ideal for someone looking to build a career in financial services while learning from a collaborative, high-performing team.
Requirements
- Handle client paperwork, forms, and account maintenance tasks with accuracy and timeliness
- Manage follow-ups, task tracking, and internal coordination to ensure nothing falls through the cracks
- Support Senior Client Associates with day-to-day operational and administrative work
- Assist with meeting preparation, document organization, and post-meeting follow-up
- Maintain clean, accurate client records in firm systems
- Communicate professionally with internal team members and, over time, with clients as appropriate
- Take ownership of assigned responsibilities and proactively ask questions to learn and improve
Benefits
- 401k/Roth 401k Defined Contribution Plan with a Safe Harbor contribution & profit sharing potential
- 20 days PTO + Paid Holidays
- Full Benefits Package (medical, vision, dental, and life insurance)
