Client Services Coordinator

Position: Client Services Coordinator

Location: Brighton, MI

Pay: 40K+ based on experience

Schedule: Monday–Thursday, 8:30 AM–5:30 PM; Friday, 8:30 AM–5:00 PM

You must live within 30 minutes of Brighton to be considered for this role!

Position Summary:

Our client believes every appointment and every plan exists for one purpose: to give their clients the power to choose how they live and what they leave, so they can build a life and legacy they’re proud of. The Client Services Coordinator is the person who makes that promise real day to day - the friendly first impression, the steady hand behind the calendar, and the detail-checker who makes sure every document tied to our Proud Life & Legacy Plan™ is right before it reaches a client’s hands. This is a role for someone who takes ownership of the details so their advisors and attorneys can stay focused on the decisions that matter most. Candidates must have a strong background in financials and financial planning.

Key Responsibilities:

Client Service & Communication

• Serve as the first voice and first face clients encounter, answering phones, greeting visitors, and responding to emails with warmth and professionalism.
• Make every client feel like the name on the door is there because of them, carrying forward the small, thoughtful touches our client is known for.
• Route client inquiries to the right team member promptly, ensuring nothing falls through the cracks.
• Handle sensitive client and family information with the discretion and care that trust-based relationships require.

Scheduling & Advisor Support

• Manage and coordinate calendars across advisors, keeping appointments, reviews, and internal meetings running on schedule.
• Prepare meeting materials and confirm logistics ahead of client appointments so every meeting starts on time and fully prepared.
• Support advisors and attorneys with day-to-day administrative needs so they can stay focused on client-facing work.

Document Preparation

• Prepare and proof financial and legal documents with a sharp eye for detail.
• Maintain client files, both electronic and physical, ensuring they are complete, current, and organized.
• Update and maintain client records in the firm’s CRM system, keeping information accurate and easy for the team to act on.

Follow-Up & Office Operations

• Stay on top of outstanding follow-ups across the office so nothing slips through the cracks.
• Support the team in maintaining the workflows and templates that make the client experience consistent every time.
• Bring a sense of ownership to the role - noticing what needs to be done and acting before being asked.

Qualifications

• Associate degree or above required.
• Experience in administrative, legal, or financial services support.
• Strong written and verbal communication skills with a professional, client-first presence.
• Proficiency with Microsoft Office and comfort learning new systems and CRM platforms.
• Ability to handle confidential client and legal information with discretion.
• Highly organized, proactive, and detail-oriented, with the ability to manage multiple priorities without dropping the ball.
• Must live within 30 minutes of Brighton, MI.

About our Client:

Our client exists to give their clients the power to choose how they live and what they leave, so they can build a life and legacy they’re proud of. We’re built differently than most firms - they lead with a rare combination of attorney and CFP® expertise under one roof, delivering estate and financial planning through our proprietary Proud Life & Legacy Plan™, so families get the full picture instead of a partial one. Thier culture runs on ownership: everyone knows their role, takes pride in the details, and is trusted to do work that matters. They celebrate the small things - birthdays, anniversaries, the moments that remind people they’re seen - because what they build there follows you home. If you want work that’s precise, meaningful, and genuinely appreciated, you’ll fit right in with our client offering a life and legacy you’re proud of.

Why work for Qualified Staffing?

• We offer a fantastic benefits package to all of our employees. This includes healthcare, vacation/holiday pay, and 401K. In fact, these are the same benefits that we offer to our corporate employees.
• Applying for one job with Qualified Staffing is like applying for a hundred jobs all at once!