Client Relations & Operations Coordinator

About Us

Watermark Financial Services is an independent, fiduciary financial advisory firm with over 40 years of Fox Valley roots. We are a financially advisory firm who specialized in helping pre-retirees and retirees plan for retirement income, taxes, and their financial future.

About the Role

We're looking for an organized, detail-oriented team player to support the administrative and client relations side of our practice. You'll work side by side with our senior client relations manager to learn the role, starting with new account paperwork, transaction processing, scheduling, and day-to-day client support — with the opportunity to grow into a broader operations and client relations leadership role as you build experience with our team, processes, and compliance requirements.

What You'll Do

• Prepare and process new account paperwork and account maintenance requests
• Process transactions and assist with the movement of money within client accounts
• Schedule client meetings and prepare materials for reviews
• Serve as a point of contact for login/portal access and general client questions
• Support compliance documentation and recordkeeping
• Assist with tax preparation season logistics
• Help keep our CRM (Redtail) accurate and up to date
• Take on increasing ownership of office operations and client relations processes over time

What We're Looking For

• 1–3+ years of office administration, client service, or financial services support experience
• Intermediate to advanced skills with MS Office Suite, particularly Excel
• Strong follow-through
• Good-natured, positive attitude
• Ability to demonstrate persistence to achieve quality
• Strong organizational skills — detail-oriented, proactive, and resourceful
• Friendly, professional phone manner and enjoys working with a variety of clients
• Clear, professional communication style, in person and in writing

Nice to Have

• Prior experience in a financial advisory, broker-dealer, or RIA office
• Tax preparation experience
• Familiarity with Redtail CRM or Cambridge Investment Research platforms
• Notary public certification (or willingness to obtain)
• Interest in eventually pursuing licensing (e.g., Series 65/66) as the role grows

What We Offer

• $55,000–$80,000/year, depending on experience
• Benefits — health insurance, PTO, 401k, and profit sharing
• A clear growth path into a senior practice operations/client relations role
• Hands-on mentorship from our advisory and operations team
• A growing, established local practice with a long runway

Pay: $55,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off

Work Location: In person