Client Service Coordinator

Salary: 50-60K

Is this your perfect fit?

• Do you enjoy being the welcoming first point of contact and creating a positive experience for every client interaction?
• Are you highly organized and energized by managing schedules, details, and follow-ups for a busy professional team?
• Would you thrive in a relationship-driven environment focused on long-term financial planning and client care?

If that describes you, we need to talk!

What your future day will look like:

• Schedule and coordinate client meetings while managing calendar availability for a team of wealth coaches.
• Confirm daily appointments, complete quarterly client outreach, and balance scheduling needs across client segments.
• Greet clients and guests, answer incoming calls, and ensure a warm, professional office experience.
• Prepare client meeting materials, including agendas, planning updates, and case preparation support.
• Maintain accurate client records, CRM notes, and daily file organization once meetings are completed.
• Manage client appreciation efforts such as gifts, milestone acknowledgments, firm swag, and special surprises.

Benefits offered: Medical, Dental, Vision, 401K

Type: Direct Hire


To be a champion in this role, you will need:

• Experience in client service, administrative support, or coordination within a professional office environment
• Strong scheduling, organization, and follow-up skills with attention to detail
• Professional phone presence and ability to communicate clearly and warmly with clients
• Comfort maintaining CRM systems, databases, and client documentation
• Customer-focused mindset with pride in creating exceptional client experiences
• Bachelor’s degree preferred; associate’s degree or equivalent experience accepted
• To be able to have a clean background and credit check

We know you are more than a resume and understand your next career move needs to be the right fit! If this is your first time considering Godshall as your trusted partner, welcome! Once you have applied, we will review your experience and skills. You will then hear back quickly with the next steps.
If you have already spoken with Godshall, please reach out to your recruiter. We will happily update your file and make sure we are considering you for all roles your experience and skills are a perfect fit for.
Godshall & Godshall Personnel Consultants, Inc. is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, status as a parent or protected veteran status.