Financial Services Client Coordinator

Client coordination and financial services operations come together at BLA Private Wealth in Waterloo. Work full-time in office while supporting advisors and clients.

This Client Services Coordinator role suits a proactive professional who communicates clearly and takes ownership of daily tasks. You will greet visitors, manage incoming inquiries, schedule meetings, coordinate administrative workflows, and contribute to service improvements. The position also requires comfort learning software platforms, using Microsoft Office, and managing several priorities efficiently. An Investment Representative license is an asset, and social media posting or marketing skills are also valued.

Key Responsibilities:

• Welcome clients upon arrival and manage front-of-office service
• Answer calls and emails, directing inquiries appropriately
• Schedule client meetings and coordinate communication cycles
• Prepare documents, maintain records, and complete filing
• Improve workflow efficiency and client service standards

Requirements:

• Minimum two years of office administration experience
• Excellent written and verbal communication
• Proficiency with Microsoft Outlook, Word, and Excel
• Adaptable, proactive, and comfortable supporting advisors
• Client-centered mindset with strong problem-solving skills

Support BLA Private Wealth with dependable client coordination, clear communication, organized workflows, and responsive financial services administration.