Entry Level Financial Services Coordinator

Why You Want To Work HereThis is an exciting opportunity to launch a career in the financial services and mortgage industry while gaining valuable experience working directly with clients. As a Financial Services Coordinator, you’ll play an important role in guiding clients through their financial needs, building strong relationships, and helping them navigate important financial decisions.The ideal candidate is confident on the phone, motivated by personal and professional growth, proactive, organized, and energized by working with people.ResponsibilitiesServe as a primary point of contact for clients, providing professional and responsive service throughout the processCommunicate with clients by phone, email, and text to provide information, answer questions, and coordinate next stepsBuild and maintain strong client relationships through consistent communication and follow-upConduct client conversations to understand their needs, goals, and financial objectivesEducate clients on available financial and mortgage solutions and help them understand the products and processCoordinate and manage client appointments, follow-ups, documentation, and other important milestonesCollect, organize, and review client information and documentationMaintain accurate client records and activity in the CRMFollow up with clients throughout the process to ensure they remain informed and supported from beginning to endWork closely with internal teams to coordinate client needs and ensure a smooth overall experienceManage multiple clients and priorities in a fast-paced, goal-oriented environmentParticipate in ongoing training to develop knowledge of financial services, mortgage products, client communication, and business developmentOperate in compliance with applicable laws, regulations, and company guidelinesQualificationsBachelor’s degree in Finance, Economics, Business, Psychology, or Communications preferred, May 2025 & May 2026 grads are strongly encouraged to apply!Strong verbal and written communication skills with the ability to communicate confidently and professionally with clientsComfortable speaking with people by phone and building relationships through regular communicationClient-focused mindset with a genuine interest in understanding and helping othersHighly organized with the ability to manage multiple clients, priorities, and follow-ups simultaneouslyMotivated, proactive, and eager to learn in a fast-paced environmentCoachable and able to quickly learn and apply new information through ongoing trainingStrong attention to detail when handling client information and documentationPositive, professional attitude with a strong work ethicProficiency in Microsoft Office Suite and the ability to learn CRM and other business systemsInterest in developing a career in financial services, mortgage lending, client services, or a related field