Client Service Coordinator 

Firm - G Squared Private Wealth 

Full-Time, Exempt

Entry-Level Position 

In addition to your resume, we ask that you submit a brief cover letter sharing why this role interests you and how it fits into your broader career aspirations and growth path. 

About Us - G Squared Private Wealth is a $2 billion AUM independent financial advisory firm dedicated to delivering comprehensive wealth management solutions to our clients. Located in the heart of College Station, TX, we pride ourselves on a client-first culture, operational excellence, and a collaborative team environment where every member of the team plays a meaningful role in our clients' financial lives.

Position Overview - We are seeking a detail-oriented and proactive Financial Analyst/Client Service Coordinator to support our advisory team in delivering an exceptional client experience. This role sits at the intersection of client service, operations, and financial advising support - and is ideal for someone who thrives in a fast-paced environment, takes ownership of their work, and is eager to grow within the wealth management industry.

Key Responsibilities

Meeting Support & Documentation

· Prepare materials for client meetings, including Orion reports and relevant account summaries.

· Document meeting notes and action items, and ensure all follow-up tasks are tracked and completed on schedule.

· Maintain and update client records in Wealthbox, ensuring notes, tasks, and review schedules remain current and compliant.

Tracking & Reporting

· Manage and distribute daily cash runs and monitor fixed income maturity schedules.

· Track annuity and life insurance policies, pull statements as needed, and maintain accurate records.

· Build and maintain spreadsheets to support reporting, analysis, and advisor workflow.

Financial Planning Support

· Input and update client financial data in eMoney to support advisors in planning and review preparation.

· Assist Client Associates with service items and ad hoc projects as business needs arise.

Client Service & Communication

· Serve as a point of contact for client inquiries, including requests for tax documents, statements, and account information, ensuring timely and professional responses.

· Cover incoming phone calls and direct client communication as needed, particularly when advisors are in meetings.

· Assist with client onboarding, including gathering documentation and coordinating account setup.

Preferred Qualifications

· Bachelor's degree. Finance, Business, Economics, or a related field preferred but not required.

· 1–3 years of experience in financial services, wealth management, or a related client-facing role preferred; recent graduates with strong internship experience will be considered.

· Familiarity with industry platforms such as Orion, Wealthbox, and eMoney is a plus.

· Strong proficiency in Microsoft Excel and experience building functional spreadsheets.

· Exceptional organizational skills and attention to detail, with the ability to manage multiple priorities simultaneously.

· Strong written and verbal communication skills.

· A team-first mindset with a willingness to step in wherever the team needs support.

· No prior licensing required — G Squared Private Wealth will provide full licensing support and sponsorship as part of your professional development.

Compensation & Benefits

This is a full-time, exempt position offering a competitive compensation and benefits package, including:

· Base salary of $45,000 – $55,000, commensurate with experience.

· Health, dental, and vision insurance.

· Retirement plan with employer matching contribution.

· Paid time off and holidays.

· Licensing sponsorship and ongoing professional development support.

Why Join G Squared Private Wealth

· Exposure to all aspects of wealth management with a clear path for growth.

· Collaborative, supportive team culture at one of the region's premier advisory firms.

· Work directly alongside experienced advisors and build a long-term career in financial services.

· Be part of a growing firm that is deeply committed to its clients and its community in College Station, TX.