Client Care Coordinator

Company: Wealth Management Accounting
Location: Titusville
Posted on: February 18, 2026

Job Description:

Job Description Job Description Salary: Join a Professional Office Where Clients Come First Wealth Management Financial (WMA) is a trusted financial services firm providing financial planning, accounting, and wealth management solutions to individuals and families. We pride ourselves on professionalism, accuracy, and exceptional client service. We are growing and seeking a Client Care Coordinator to serve as the welcoming face and organizational backbone of our professional office. This role is ideal for someone who enjoys working with people, thrives in a polished environment, and is interested in building a long-term career in financial services. About the Role As the Client Care Coordinator, you are the first point of contact for our clients and a key contributor to the overall client experience. Youll support both clients and internal team members by keeping the office organized, communication flowing smoothly, and details handled with care. WMA is a very systems-driven office. Team members work across multiple software platforms throughout the day, so comfort with technology, strong attention to detail, and a willingness to learn new tools are essential for success in this role. This position offers meaningful growth potential. We invest in our team through training and development, with opportunities to advance into senior client service, operations, or administrative leadership roles. What Youll Do Greet clients and visitors warmly and professionally in a polished office setting Answer incoming calls, emails, and correspondence with accuracy and professionalism Assist with new client onboarding, document collection, and CRM data entry Schedule client appointments and manage team calendars Support advisory and accounting staff with document preparation and organization Maintain an orderly reception area and professional office appearance Process mail, deliveries, and office supply orders Manage expense reports and provide general administrative support as needed What Were Looking For Previous experience in an administrative, reception, or client service role Excellent verbal and written communication skills Strong organizational skills and attention to detail Comfort working in multiple software systems throughout the day Proficiency with Microsoft Word, Excel, and Outlook Positive attitude, professionalism, and a willingness to learn Experience with CCH iFirm, CRM systems, or DocuSign is a plus High school diploma required; additional education preferred Why Work With Us Competitive pay and benefits, commensurate with experience A professional, team-oriented office environment Clear opportunities for career growth and advancement Ongoing training and professional development A purpose-driven firm that values integrity, reliability, and exceptional client service How to Apply Please apply with your resume and a brief cover letter explaining why you would be a great fit for the Client Care Coordinator role at Wealth Management Financial.

Keywords: Wealth Management Accounting, Deltona , Client Care Coordinator, Administration, Clerical , Titusville, Florida