Client Coordinator

About Compound

Compound supports financial advisory firms in achieving intentional growth by enhancing their positioning, marketing strategies, and business development systems that deliver measurable results. Trusted by over 3,000 financial services leaders nationwide, Compound collaborates with financial advisors, banks, credit unions, CPA firms, insurance, and M&A organizations to produce strategically effective and visually compelling marketing solutions.

Position Overview

The Client Coordinator role involves orchestrating project workflows, facilitating communication between clients and internal teams, and maintaining organizational alignment throughout project lifecycles. This position requires working closely with leadership, clients, designers, writers, strategists, and production personnel to ensure projects progress timely from initiation to completion.

Key Responsibilities

• Manage project timelines from start to finish, keeping milestones and deadlines on schedule.
• Monitor ongoing project development and proactively resolve potential obstacles.
• Coordinate across cross-functional teams to maintain steady progress of deliverables.
• Act as the main liaison for assigned clients, maintaining regular communication and providing updates.
• Set clear expectations with clients and assure transparency about upcoming steps.
• Build trusted relationships by delivering consistent, professional, and organized client experiences.
• Maintain detailed project documentation, timelines, and client records with high precision.
• Utilize and update project management tools to ensure organized and visible project status.
• Follow up consistently to ensure no deliverables are missed and projects reach successful completion.

Qualifications

• Strong inclination toward creating structure and managing complexity in fast-paced environments.
• Demonstrate initiative without requiring detailed instructions.
• Exceptional organizational skills with a reliable track record of follow-through.
• Effective communicator capable of engaging comfortably with clients and team members.
• Ability to juggle multiple tasks while maintaining comprehensive attention to detail.
• Problem-solving aptitude aimed at sustaining project momentum.
• Previous experience in client services, account coordination, project management, or related roles.
• Familiarity or willingness to learn project management software tools.

Why Work at Compound

Joining Compound offers a unique vantage point in a rapidly expanding company setting new standards for marketing within financial advisory sectors. The role includes opportunities for client interaction, participation in industry conferences, and involvement in a culture that values hard work, celebration of achievements, and team camaraderie.

Work Location & Schedule

This is a hybrid role based in Wayzata, Minnesota, requiring at least two to three days per week onsite with remote work flexibility for the remainder. The compensation is competitive and commensurate with experience and qualifications, providing room for professional growth in a dynamic environment.