Top 2 Client relationship coordinator Jobs in Davenport, Ia

Client Service Coordinator
Nikulski Financial, Inc. —Bettendorf, IA
- $50,000 - $60,000 a year
- Full-time
- Marketing
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
6d
Client Relationship Coordinator
OHNWARD BANCSHARES INC —DeWitt, IA
- Computer literacy
- Mid-level
- Office
- Disability insurance
- Dental insurance
Quick Apply
13d

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Client Service Coordinator

Nikulski Financial, Inc.
Bettendorf, IA

Quick Apply

Job Details

Full-time
$50,000 - $60,000 a year
6 days ago

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Paid time off
Parental leave
Vision insurance
401(k) matching
Professional development assistance
Life insurance

Qualifications

Customer communication
Records management
Bachelor's degree
Client services
Customer relationship management
Communications
CRM system proficiency
Productivity software
Account management
Document management systems

Full Job Description

The Client Service Coordinator partners with Financial Planners to support the wealth management and financial planning needs of our clients. This role serves as a key point of contact for client account-related needs and is responsible for delivering an exceptional client experience while ensuring full compliance with applicable industry regulations and firm policies.

Duties & Responsibilities

Client Service Excellence

Deliver responsive, professional, and accurate service to clients across all communications and interactions.
Build trusted relationships with clients and serve as a reliable resource for their account-related questions and requests.
Coordinate client meeting preparation, follow-up, and ongoing communication in partnership with Financial Planners.
Support clients with account access, transaction requests, and life-event needs such as estate and beneficiary matters.

Internal Collaboration

Work closely with Financial Planners, Operations staff, and the broader team to deliver a coordinated client experience.
Communicate proactively with team members on status updates, open items, and process improvements.
Provide back-up coverage and cross-functional support as needed, including for the Front Office Coordinator role and other Client Service Team Members.
Contribute to a positive, collaborative team culture that reflects the firm’s purpose, vision, and values.

Operations & Account Maintenance

Process account openings, transfers, distributions, and ongoing maintenance requests in accordance with firm policies, custodian procedures, and applicable industry regulations.
Ensure required client documentation is complete, accurate, and properly maintained throughout the client lifecycle, following established recordkeeping and cybersecurity practices.
Partner with custodians to resolve service issues, monitor alerts, and ensure timely, accurate completion of client requests.
Handle client funds, account changes, and sensitive information with care.
Maintain accurate, well-documented records in firm systems and leverage technology and workflow tools to improve efficiency, accuracy, and the overall client experience.

Skills and Experience:

Genuine commitment to delivering excellent service to both external clients and internal team members.
Strong written and verbal communication skills with a professional, client-ready tone.
Must exhibit a professional attitude and demeanor.
Highly organized and detail-oriented, with the ability to prioritize and manage multiple tasks accurately.
Integrity, sound judgment, and discretion when handling confidential information.
Adaptable, curious, and open to learning new tools, technology, and processes.
Collaborative team player who thrives in a small-firm, entrepreneurial environment.

Qualifications:

Bachelor’s degree preferably in business, marketing, or communications or have applicable related experience
1+ years of experience in client service (preferably in the financial services industry with an independent registered investment advisory firm)
Proficiency in Microsoft Office, experience with CRM , and document management

Hours: Monday - Thursday 8:00 a.m. to 5:30 p.m., Friday 8:00 a.m. to 3:00 p.m.

Pay contingent upon experience. Visit www.nikulskifinancial.com to learn more.

Pay: $50,000.00 - $60,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance
Tuition reimbursement
Vision insurance

Application Question(s):

What about this position attracted you to apply?
Why do you think you are well-suited for this position?
What are three words that you would use to describe yourself?
How would you describe your ideal work environment?
Please offer any additional information that you feel is important for a potential employer to know about you.

Education:

Bachelor's (Preferred)

Experience:

Customer relationship management: 1 year (Preferred)
Financial Services: 1 year (Preferred)

Work Location: In person

Quick Apply

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client relationship coordinator jobs in davenport, ia

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