Job Title: Client Services Coordinator (Capital Access)
Location: St. Petersburg, FL 33716
Work Arrangement: Hybrid (3 Days Onsite per Week)
Employment Type: Contract
Duration: 6 Months (Potential Extension)
Domain: Financial Services / Client Operations
Pay Rate: $23.00/hr. on W2
Schedule: Standard Shift
Dead Line: 6/15/2026
Skills Required
Primary (Must-Have):
• Prior experience in Client Services, Call Center, or Operations Support roles
• Strong verbal and written communication skills
• Experience handling high-volume inbound phone calls
• Strong customer service and issue resolution skills
• High attention to detail and transactional processing accuracy
• Ability to work in a fast-paced, deadline-driven environment
• Experience reviewing and updating account-related information
• Proficiency with Microsoft Office Suite (Outlook, Word, Excel)
• Ability to manage sensitive and confidential information
• Strong organizational and multitasking abilities
Secondary (Good to Have):
• Experience supporting Financial Advisors or Financial Services operations
• Experience processing operational forms and account maintenance requests
• Familiarity with multiple internal systems and databases
• Experience identifying and escalating operational risks or exceptions
• Knowledge of service level agreements (SLAs) and operational workflows
Position Overview
The Client Services Coordinator (Capital Access) will support daily operational processing activities and inbound phone coverage for the Capital Access team. This role is responsible for handling operational requests, resolving inquiries, processing account-related transactions, and providing exceptional service to financial advisors and internal partners. The ideal candidate will thrive in a high-volume environment while maintaining accuracy, professionalism, and a strong customer-focused approach.
Roles & Responsibilities
• Handle inbound phone calls from financial advisors and internal business partners
• Provide accurate, timely, and professional support for operational inquiries
• Process routine operational requests and transactions according to established procedures
• Review, update, and maintain account-related information across multiple systems
• Identify, investigate, and escalate discrepancies, risks, and operational exceptions as needed
• Deliver a service-focused experience during all advisor and client interactions
• Maintain confidentiality and safeguard sensitive customer information
• Collaborate with team members to support operational goals and service standards
• Participate in training sessions, team meetings, and operational huddles
• Follow documented procedures and adapt to process improvements and updates
• Meet productivity, quality, and service level expectations
Minimum Qualifications
• High School Diploma or equivalent required
• Minimum 3 years of Client Services experience
• Experience working in customer support, call center, or operations environments
• Strong verbal communication and interpersonal skills
• Proficiency with Microsoft Office applications
• Ability to manage multiple priorities in a structured environment
• Strong attention to detail and accuracy
Preferred Qualifications
• Experience within Financial Services, Banking, Wealth Management, or Capital Markets environments
• Experience supporting Financial Advisors and operational service teams
• Knowledge of account maintenance and transaction processing procedures]
• Experience working with CRM and operational support systems
• Strong problem-solving and analytical skills
• Ability to thrive in a team-oriented and customer-focused environment
Benefits:
Medical | Dental | Vision | 401(k) | Paid Sick Leave
EEOC Compliance:
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment.
Disclaimer:
AI Usage Policy: Pacer Group uses AI to assist in screening applications. Final hiring decisions are made by human recruiters based on qualifications and experience.