Client Services Coordinator (Capital Access)

Job Title: Client Services Coordinator (Capital Access)

Location: St. Petersburg, FL, 33716

Duration: 6 Months (Potential Extension)

Pay Rate: $23/Hr. on W2

Shift Timing: Standard Shift

Note:

• This is a hybrid role in office 3 days per week.

Position Summary

• We are seeking a service-oriented and detail-focused contractor to support daily operational processing and inbound phone coverage within the Capital Access team.
• This role is focused on forms processing, issue resolution, and direct support for financial advisors and clients.
• The ideal candidate is comfortable working in a fast-paced, high-volume environment, can balance phone responsibilities with processing work, and consistently demonstrates accuracy, professionalism, and strong customer service.

Key Responsibilities

• Handle inbound phone calls from financial advisors and internal partners, providing accurate and efficient support.
• Process routine operational requests and transactions in accordance with established guidelines and service level expectations.
• Review and update account-related information across multiple systems with a high level of accuracy.
• Identify and escalate potential risks, discrepancies, or exceptions as appropriate.
• Deliver a service-first experience in all interactions with advisors and clients.
• Manage sensitive and confidential information with discretion.
• Collaborate with team members and participate in required training, huddles, and team meetings.
• Follow documented best practices and adapt to process updates as needed.

Skills:

Qualifications

• Prior experience in client service, call center, or operations support roles preferred.
• Strong verbal communication skills and comfort handling phone-based work for a large portion of the day.
• High attention to detail with the ability to process transactional work accurately.
• Ability to work in a structured, deadline-driven environment.
• Proficiency with Microsoft Office (Outlook, Word, Excel); experience navigating multiple systems a plus.
• Professional demeanour with a focus on service quality and operational accuracy.
• Ability to maintain confidentiality and handle sensitive information responsibly.

Education

• High school diploma or equivalent required and a minimum of 3 years of client services experience.