Client Experience Coordinator | Client Relations | Financial Services 391 Commerce Parkway, Rockledge, FL 32955 $22

• $26 an hour
• Full-time $22
• $26 an hour
• Full-time Do You Enjoy Helping People?

Houser Financial Group is seeking a polished, organized, and service-oriented Client Experience Coordinator to serve as the first impression of our firm. This position is ideal for someone who genuinely enjoys helping people, thrives in a professional office environment, and is looking for a long-term career—not simply another job. About Houser Financial Houser Financial Group is a respected independent wealth management firm dedicated to helping individuals and families pursue their financial goals. We believe every client interaction matters. Every member of our team plays an important role in delivering exceptional service with professionalism, integrity, and personal attention. Position Summary As our Client Experience Coordinator (Director of First Impressions), you will welcome clients, manage the front office, coordinate appointments, support advisors and staff, and help ensure every client enjoys an outstanding experience. Responsibilities

• Welcome clients and visitors with warmth and professionalism.
• Answer and direct incoming telephone calls.
• Coordinate and confirm client appointments.
• Prepare meeting materials and maintain client files.
• Assist with onboarding new clients and account paperwork.
• Support advisors with administrative and operational tasks.
• Maintain confidentiality and accuracy in all client interactions.
• Contribute to a positive, team-oriented office environment. The Ideal Candidate Will
• Enjoy building relationships and delivering exceptional client service.
• Be highly organized and detail-oriented.
• Take ownership of responsibilities and follow through.
• Remain calm and professional while managing multiple priorities.
• Communicate confidently in person, on the phone, and in writing.
• Demonstrate integrity, reliability, and a positive attitude. What You'll Bring
• 1-2 years (or more) of professional business experience preferred.
• Excellent communication and customer service skills.
• Strong organizational and time management abilities.
• Proficiency with Microsoft Word, Outlook, and Excel.
• Professional appearance and demeanor.
• Financial services experience is welcomed but not required. Office Schedule
• January 15
• April 15: Monday-Friday, 9:00 a.m
• 5:00 p.m.
• April 16
• January 14: Monday-Thursday, 9:00 a.m
• 5:00 p.m. Compensation & Growth
• $22.00
• 26.00 per hour, DOQ (Depending on Qualifications).
• 90-day introductory period.
• Professional development and mentoring.
• Opportunity for increased responsibilities and long-term career growth. Why Join Houser Financial?
• Stable, respected independent wealth management firm.
• Professional, collaborative, client-first culture.
• Meaningful work helps clients achieve financial confidence.
• Opportunity to build a long-term career.

Interested? If you're passionate about delivering exceptional client service and seeking a long-term career with a firm that values professionalism, integrity, and teamwork, we'd love to hear from you. Please submit your résumé and a brief cover letter describing why you are interested in this position and why you would be an excellent fit for Houser Financial. All inquiries will be held in the strictest confidence.

Pay:

$22.00

• $26.

00 per hour

Benefits:

Flexible schedule Health insurance Life insurance Paid time off Paid training Professional development assistance Retirement plan Tuition reimbursement

Work Location:

In person