Client Services Coordinator

North Bridge Staffing Group · Chicago, Illinois

FULL TIME

Job Description

Client Services Coordinator | Financial Services

Contract-to-Hire Opportunity | Hybrid/Remote Flexibility

Location

Chicago, IL (Loop)

We are partnering with a boutique financial advisory and wealth management firm seeking a Client Services Coordinator to join their team!

This is an excellent opportunity for a detail-oriented, tech-savvy, and analytical professional who enjoys wearing multiple hats and is eager to gain exposure to multiple areas of financial services. The role offers extensive hands-on training, long-term growth potential, and the opportunity to take on increasing responsibility within a close-knit team.

Position Details

Compensation:

$24/hour

Employment Type:

Long-term contract with potential for permanent conversion

Schedule:

Initially onsite for training, with the potential to transition to a predominantly remote schedule

Experience

Open to recent graduates with strong internship experience or professionals with relevant administrative, operational, or financial services experience

Key

Responsibilities

Support daily operations across client service, investment reporting, accounting, and administrative functions.

Prepare client reports, account summaries, investment presentations, and other financial materials.

Build and maintain Excel spreadsheets, utilizing formulas to organize and analyze financial data.

Assist with client account documentation, forms, fund transfers, and other service requests.

Review invoices, reconcile accounts, and support basic accounts payable and receivable functions.

Compile and analyze investment information, including account positions, asset allocations, and stock data.

Utilize financial technology platforms, including Morningstar and proprietary internal systems.

Coordinate with external service providers and support client communications.

Learn and assist with regulatory compliance reporting and related processes.

Identify opportunities to improve workflows and operational efficiency through technology.

Qualifications

Bachelor's degree preferred.

Experience or internships in financial services, wealth management, banking, accounting, or a related field preferred, but not required.

Strong intermediate Excel skills required, including the ability to build spreadsheets from scratch and confidently use formulas.

Working knowledge of basic accounting principles, including AP/AR, debits and credits, and account reconciliations.

Strong technical aptitude and the ability to quickly learn new software and systems.

Excellent organizational skills, attention to detail, and ability to manage competing priorities.

Resourceful, proactive problem-solver who is comfortable working independently.

Strong written and verbal communication skills.

Eagerness to learn, take initiative, and grow professionally.

Why This Opportunity?

Comprehensive Training:

Work directly with an experienced team member who will provide extensive hands-on training and mentorship.

Broad Exposure:

Gain experience across wealth management, investments, accounting, client service, technology, and compliance.

Career Growth:

Opportunity to take on greater ownership and responsibility, with potential for permanent employment.

Collaborative Environment:

Join a small, established team where your contributions will have a meaningful impact.

Flexibility:

Opportunity for a predominantly remote schedule following the initial training period.

Company	North Bridge Staffing Group
Location	Chicago, Illinois
Type	FULL TIME
Niche	Full-time

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