Client Development Coordinator

Job Summary:

The Client Development Coordinator provides critical administrative, operational, and client-development support to the Regional Vice Presidents and Direct Client Development team. This role is primarily a support position focused on coordination, follow-up, data management, and internal collaboration. The Client Development Coordinator plays an important role in supporting growth initiatives, enhancing internal efficiency, and ensuring a positive experience for prospective clients through strong organizational, communication, and problem-solving skills.

Essential Job Functions for this role include:

• Provide day-to-day administrative and operational support to Regional Vice Presidents and the Direct Client Development team
• Coordinate scheduling of internal and external meetings
• Prepare meeting materials, assist with case preparation, and organize follow-up items
• Maintain accurate meeting notes and update CRM systems to ensure timely and accurate documentation
• Support client and prospect outreach activities, including email communications and follow-up requests
• Coordinate with internal teams to ensure the timely completion of requests related to client development activities
• Assist with pipeline tracking, reporting, and data integrity across systems
• Support hand-off processes between client development, onboarding, and service teams as needed
• Other duties as needed

Knowledge, Skills, and Abilities:

• High School diploma with a Bachelor’s degree highly preferred
• Prior sales support experience a plus
• Financial services industry a plus
• Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail
• Enjoy collaborating and building positive relationships internally with co-workers and externally with prospects and clients
• Excellent verbal and written communications skills a must