Description
Saltmarsh Financial Advisors is hiring a full-time Client Service Coordinator in Pensacola, Florida, to support investment and wealth advisory advisors. The role is client-facing and includes handling client requests by phone and email, scheduling meetings, processing account and money-movement requests, preparing reports, maintaining client records in CRM and portfolio systems, and supporting documentation and team initiatives. Candidates need strong communication, organization, attention to detail, discretion, Microsoft Office proficiency, and willingness to work from the Pensacola office; a bachelor’s degree, prior client-service experience, financial-services exposure, and CRM familiarity are preferred. Benefits include a competitive salary and performance-based bonus, training, paid education, unlimited PTO, holidays, medical, dental, and vision insurance, life insurance, disability coverage, and a 401(k) with profit sharing.
