Investment Services Coordinator

2 weeks ago

Montgomery, Alabama, United States The Strickland Group Full time $40,000 - $70,000 per year

Drive Client Success as an Investment Services Coordinator

Are you detail-driven and passionate about supporting financial growth? As an Investment Services Coordinator, you'll play a vital role in delivering exceptional service to clients while supporting the operational side of investment planning and wealth management.

What You'll Do:

Support Investment Operations – Manage administrative and back-office processes related to investment accounts, transfers, transactions, and reporting.
Enhance Client Relationships – Act as a trusted point of contact, responding to inquiries, resolving issues, and ensuring timely communication.
Prepare Documentation & Reports – Assist in onboarding new clients, processing account forms, and preparing client review materials.
Ensure Accuracy & Compliance – Maintain detailed records, monitor transactions, and support compliance procedures in accordance with regulatory guidelines.
Coordinate with Advisors & Custodians – Liaise between clients, financial advisors, and custodians to streamline service delivery.

Who You Are:

Experienced in investment services, financial administration, or client support
Organized and tech-savvy, with strong attention to detail
Knowledgeable in brokerage accounts, mutual funds, or retirement plans
Skilled in CRM platforms and financial service tools (e.g., custodial portals, portfolio software)
An excellent communicator and problem-solver

Why You'll Thrive Here:

Be part of a collaborative, client-focused financial services team
Gain hands-on experience in investment operations and client service
Access career development and industry training opportunities
Play a key role in helping clients achieve financial success

Elevate Investment Experiences

As an Investment Services Coordinator, you'll bring precision, care, and excellence to every interaction—ensuring clients receive outstanding support on their financial journey.

Apply today to be the trusted engine behind exceptional investment service.

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