About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Financial Services.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

Confidential Client is hiring an Entry Level Financial Services Coordinator to join their client-facing team. This is an excellent entry-level role for candidates interested in financial services and mortgage products who enjoy helping people, are highly organized, and communicate clearly.

• Serve as a primary point of contact for clients, delivering professional and timely service.
• Communicate with clients by phone, email, and text to answer questions and coordinate next steps.
• Build and maintain client relationships through consistent outreach and follow-up.
• Conduct conversations to understand client needs, goals, and financial objectives.
• Educate clients on available financial and mortgage solutions and the steps involved.
• Coordinate appointments, documentation collection, and important milestones.
• Collect, organize, and review client information and documentation for accuracy.
• Maintain accurate client records and activity in the CRM.
• Follow up with clients from intake through completion to ensure they remain informed and supported.
• Collaborate with internal teams to coordinate client needs and ensure a smooth client experience.
• Manage multiple clients and priorities in a fast-paced, goal-oriented environment.
• Participate in ongoing training to develop knowledge of financial services, mortgage products, client communication, and business development.
• Operate in compliance with applicable laws, regulations, and company guidelines.

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Qualifications

• Bachelor’s degree in Finance, Economics, Business, Psychology, Communications, or related field preferred. May 2025 & May 2026 grads are strongly encouraged to apply.
• Strong verbal and written communication skills; comfortable speaking with clients by phone.
• Client-focused mindset with a genuine interest in helping others.
• Highly organized with the ability to manage multiple priorities and follow-ups.
• Motivated, proactive, coachable, and eager to learn.
• Strong attention to detail when handling client information and documentation.
• Positive, professional attitude and strong work ethic.
• Proficiency with Microsoft Office; ability to learn CRM and other business systems.
• Interest in building a career in financial services, mortgage lending, client services, or a related area.

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Compensation & Employment Type

• Estimated pay: $54,235 per year (estimated).
• Employment type: Full-time.
• Location: Kettering, MD (onsite or as specified by Confidential Client).

We provide reasonable accommodations for applicants with disabilities. If you require an accommodation to participate in the application process, please notify us.

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Why Candidates Like This Role

• Direct client interaction and meaningful impact on client financial outcomes.
• Structured onboarding and ongoing training in financial and mortgage products.
• Clear career path into client services, mortgage support, or business development.
• Supportive, team-oriented culture focused on professional growth.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.