Client Success Coordinator

About Financially SMART

Financially SMART is a financial consulting firm that supports wealth management companies and financial advisors with financial reporting, insights, and operational analytics. We help our clients make smarter, data-driven business decisions by combining financial clarity with technology and proactive support.

About the Role

We’re looking for a Client Success Coordinator to act as the communication bridge between our clients and internal team. You’ll be responsible for managing client inboxes, ensuring timely responses, tracking deliverables, and maintaining an excellent client experience.

This role is ideal for someone who is highly organized, communicative, and detail-oriented — someone who loves ensuring that nothing falls through the cracks and clients always feel supported.

Responsibilities

Monitor and manage client email communication on behalf of Financially SMART

Ensure client inquiries are responded to promptly and accurately

Coordinate with internal tea ---------- mbers to confirm deliverables are completed on time

Track client requests and follow up until resolution

Maintain CRM records and project management tasks to reflect client status

Anticipate client needs and proactively communicate updates

Support the client onboarding process to ensure a smooth start-to-finish experience

Identify opportunities to improve communication flow and client satisfaction

Qualifications

2+ years of experience in client service, operations, or account coordination (preferably in a financial, professional services, or tech environment)

Excellent written and verbal communication skills

Highly organized with strong follow-up and attention to detail

Comfortable managing multiple client relationships simultaneously

Experience using tools like HubSpot, Slack, or project management software is a plus

Professional, proactive, and client-oriented mindset

Why Join Financially SMART

Opportunity to be part of a fast-growing, tech-forward financial consulting firm

Collaborative, supportive culture focused on excellence and innovation

Competitive compensation and benefits

Growth opportunities into Client Success Manager or Operations roles