Client Service & Office Coordinator

Wealth Management Practice Erie Pennsylvania

About the Opportunity

A growing independent wealth management practice is seeking a highly organized service-minded professional to join our team in Erie Pennsylvania.

This is an opportunity to become part of a close-knit small-business environment where relationships matter both with clients and within the team. We are looking for someone who enjoys helping people takes pride in attention to detail and wants to contribute to a polished high-touch client experience.

The ideal candidate will help create a white glove atmosphere for clients while supporting the practices operational and marketing functions. This role is perfect for someone who enjoys wearing multiple hats staying organized and helping a business grow.

Location

Erie Pennsylvania
(In-office position)

What Youll Do

This role blends client service office coordination administration and marketing support responsibilities.

Client Service & Administrative Support

• Serve as a friendly and professional point of contact for clients and business partners
• Coordinate and manage client calendars appointments and meeting scheduling
• Prepare materials and assist with meeting preparation
• Process incoming and outgoing mail
• Maintain accurate client records and documentation
• Utilize Salesforce CRM to support client relationship management and workflow organization
• Support the advisor in delivering a proactive and personalized client experience

Marketing & Practice Development

• Assist with social media and marketing initiatives including LinkedIn and Facebook content
• Coordinate client appreciation activities and networking events
• Support marketing campaigns holiday outreach and client communications
• Help execute quarterly goals focused on practice growth and client engagement

What Were Looking For

• Strong communication and interpersonal skills
• Professional and confident phone presence
• Organized with excellent time management abilities
• Self-starter who works independently and proactively
• Adaptable and comfortable managing multiple priorities
• Strong computer skills with the ability to learn new systems and technology
• Positive attitude and willingness to contribute to a team-focused culture

Qualifications

• High school diploma required; college degree preferred
• Prior administrative office support client service or customer-facing experience preferred
• Experience speaking with clients and handling phone communication professionally
• Ability to pass a FINRA/SEC background check
• Insurance or securities licensing is a plus but not required

Compensation & Benefits

• Bonus opportunities
• 401(k) with 3% profit-sharing contribution
• MondayFriday regular business hours
• Collaborative small-team environment with long-term growth potential

Why This Role

This is more than an administrative position its an opportunity to become a valued part of a growing advisory practice where client relationships professionalism and teamwork are highly valued. The right person will have the chance to make a meaningful impact on both the client experience and the continued growth of the business.