Client Services Coordinator

We are seeking a professional, detail-oriented Client Services Coordinator to serve as the first point of contact for our client in Lexington, SC. This individual will play a key role in delivering an exceptional client experience while supporting the daily administrative operations of the firm. The ideal candidate is personable, highly organized, and committed to maintaining confidentiality when handling sensitive client information.

Responsibilities:

• Greet clients and visitors in a friendly, professional manner.
• Answer and direct incoming phone calls promptly and courteously.
• Manage reception area and ensure a welcoming office environment.
• Schedule client meetings and appointments for advisors.
• Assist with client check-in and meeting preparation.
• Maintain calendars for advisors and conference rooms.
• Prepare meeting materials, reports, and client packets.
• Scan, file, and organize documents in compliance with firm procedures.
• Process incoming and outgoing mail and packages.
• Order office supplies and maintain inventory.
• Coordinate follow-up communications with clients regarding appointments, forms, and requested information.
• Update and maintain client records within CRM and financial planning software.
• Ensure documentation is accurate and complete prior to advisor review.
• Support client onboarding and account maintenance processes.
• Maintain strict confidentiality of client financial and personal information.
• Follow established compliance, privacy, and security procedures.
• Ensure records are maintained according to firm standards and regulatory requirements.

Required skills:

• At least 2-3 years of administrative/scheduling experience in a professional office environment
• Previous experience in a wealth management environment a plus!

Benefits/Compensation:

• Pay between $18 - $23/hr based on experience
• Full-time schedule Mon - Fri from 8:30 am - 5 pm.
• FGP offers contract employees benefits including minimum essential coverage insurance, a fixed indemnity plan and a