Client Services Coordinator

1 week ago

Bowling Green, Kentucky, United States RDS Wealth Full time $45,000 - $65,000 per year

Client Services Coordinator

At RDS Wealth, we believe retirement planning is about more than numbers- it's about helping people live the life they've always dreamed of. Our mission empowering people who impact lives and enrich futures Together We Live Happy. We guide clients toward clarity and confidence in retirement by building personalized plans and lifelong relationships grounded in trust, transparency, and care.

Through our signature planning process, we help clients navigate every key area of retirement- lifestyle, income, investments, taxes, health care, and legacy, so they can truly retire the way they desire.

If you're passionate about creating meaningful connections and want to be part of a growing team that changes lives every day, this is the place for you

About the Role

As a Client Services Coordinator you'll be an essential part of the RDS Wealth client experience. You'll work closely with our advisory team to ensure every client feels supported and confident in their plan- from preparation and onboarding to long-term service.

This role is perfect for someone who's detail-oriented, thrives in a fast-paced environment, and finds fulfillment in helping others achieve peace of mind.

Role Responsibilities

· Prepare for client meetings by updating financial planning software, organizing paperwork, and coordinating with advisors.

· Facilitate account transfers, distributions, and service requests between RDS Wealth and custodians.

· Serve as a primary point of contact for client account servicing and inquiries.

· Communicate with clients via phone and email to answer questions, process requests, and maintain ongoing relationships.

· Ensure accuracy and compliance in all client account activities.

· Analyze investment portfolios and create detailed reports that align with client goals.

· Stay knowledgeable about firm processes, account requirements, and evolving client needs.

Core Qualifications

· Minimum of 3 years of experience in the financial services industry.

· Strong critical thinking and problem-solving skills.

· High attention to detail and accuracy.

· Excellent written and verbal communication skills.

· Ability to manage multiple priorities in a fast-paced environment.

· A proactive, team-oriented attitude with a genuine desire to help others.

· Willingness to pursue additional licensing (e.g., Health and Life).

Compensation

Salary Range: $45,000 – $65,000 per year (based on experience)

Career advancement opportunities

Paid Time off (20+days)

Paid Holidays

401 K Match

RDS Sponsored Team Events

Job Type: Full-time

Pay: $45, $65,000.00 per year

Benefits:

  • 401(k)
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Vision insurance

Work Location: In person

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