or apply directly on Ascend Partner Firms's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 15 days Ascend Partner Firms's roles stay open a median of 45 days
- Reposted
- No
- Salary listed
- No 62% of Ascend Partner Firms's roles list one
- Ghost-job risk at Ascend Partner Firms
- high 62 stale, 0 reposted of 82 open
- Hiring momentum
- 117 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-09-17
Measured from postings appearing on and disappearing from Ascend Partner Firms's own greenhouse board since 2026-08-03. Full hiring picture for Ascend Partner Firms.
About this role
As a Client Service Coordinator at Saltmarsh Financial Advisors, you will be the first point of contact for clients, managing requests and ensuring timely follow-up. Your role involves scheduling meetings, processing account requests, maintaining client records, and supporting advisors in their operations. This position is client-facing and requires strong organizational and communication skills to effectively assist clients and team members alike.
- benefits
- 5/5
- freshness
- 4/5
- career value
- 3/5
- role clarity
- 4/5
- pay transparency
- 0/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Ascend Partner Firms as an employer.
What you need
- Strong interpersonal and communication skills, both written and verbal, with a professional and welcoming phone presence.
- Excellent organization and task management, with the ability to track multiple requests at once and follow through without being reminded.
- Strong attention to detail and comfort working with numbers and client data.
- Discretion and sound judgment when handling confidential client information.
- Proficiency with Microsoft Office Suite and the ability to learn new systems quickly.
- Willingness to work from the Pensacola office on a full-time basis.
Nice to have
- Bachelor’s degree in any field.
- Prior experience in a client service, front office, or administrative support role.
- Exposure to financial services, wealth management, or professional services.
- Familiarity with CRM systems.
What you get
- A competitive salary and performance-based bonus opportunity.
- Hands-on training and mentorship from experienced advisors, planners, and analysts.
- Firm-paid Continuing Professional Education and professional development support.
- Unlimited PTO.
- 11 firm-paid holidays.
- Major medical, dental, and vision insurance.
Worth weighing
- The role is full-time in-office, which may not suit all candidates.
- No specific major is required for the preferred qualifications, indicating a diverse background is accepted but may also suggest a lack of specialization in the field.
- The position is entry-level, which may limit immediate advancement opportunities for more experienced candidates.
Summarised from Ascend Partner Firms's posting. Read the full original.
Listed by Ascend Partner Firms on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.
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