Client Support Coordinator – Great Culture with a 4.8 on Glassdoor! 
Location: NE Cincinnati, OH 
Salary: $65,000
Benefits: Medical, Dental, Vision, Life, PTO, Holidays, Company-Based Incentives
Start Date: ASAP
Job Type: Full-Time
Typical Hours: M-F, 8:30 am – 5:00 pm (some flexibility); Great Work/Life Balance! 
Sponsorship not available

Client Support Coordinator (client services/professional services exp. req.) Description

Our client, a privately held financial services firm, is looking for a Client Support Coordinator to join their Cincinnati-area office. With a 4.8 Glassdoor rating and consistent recognition for workplace culture, this is an excellent opportunity for someone who brings a thoughtful, organized approach and thrives in a collaborative, client-focused, and evolving environment. In this position, you’ll support their investment team with a mix of administrative work, client communication, and account-related tasks. The environment is tech-driven, so being comfortable learning new systems and navigating digital tools is important. They’re looking for someone who is detail-oriented, adaptable, and comfortable working within established processes and a collaborative team environment. While they are a financial services firm, their mission is deeply rooted in service, balancing strong performance with a genuine commitment to doing right by both clients and employees. They’re seeking individuals who value stability, enjoy being part of a collaborative team, and appreciate a workplace culture rooted in camaraderie, collaboration, and a genuine investment in employees.

Client Support Coordinator (client services/professional services exp. req.) Responsibilities

•    Develop and maintain a working knowledge of client accounts
•    Act as a point of contact for client communications via phone and email
•    Prepare and process new account openings using digital tools (e.g., e-signature)
•    Coordinate account transfers, distributions, and maintenance requests
•    Draft correspondence and prepare documentation for clients and financial institutions
•    Process financial transactions (ACH, wires, etc.)
•    Maintain and update CRM systems and client records with a high level of accuracy
•    Serve as a liaison between internal teams and external financial institutions
•    Support preparation and distribution of client materials, including quarterly reports
•    Assist with special projects such as client events and team initiatives
•    Schedule meetings and manage calendars using digital tools
•    Participate in ongoing training and adapt to new systems and workflows

Client Support Coordinator (client services/professional services exp. req.) Qualifications

•    3 years of office-based client support experience required 
•    Experience in a professional services environment required (e.g., financial services, legal, accounting, etc.)
•    CRM or ERP experience required 
•    Ability to work onsite required