Client Experience Coordinator

Client Experience Coordinator at Strickler Financial Group Client Experience Coordinator at Strickler Financial Group in Brighton, Michigan Posted in 4 days ago.

Type:

full-time

Job Description:

Client Experience Coordinator Brighton, MI |

Full-Time Salary:

$50,000 - $60,000 plus bonus and benefits At Strickler Financial Group, we help people Retire Boldly. We don't just manage money. We help our clients step into retirement with confidence, clarity, and peace of mind. We are growing quickly and are looking for a Client Experience Coordinator who will play a key role in delivering an exceptional experience for our clients. This is a highly visible role and an important entry point into our organization, with the opportunity to grow as you demonstrate your ability to take on more responsibility. Your Mission Create an environment where every client feels welcomed, understood, and completely at ease, like they are walking into a place that genuinely has their best interest in mind. Responsibilities Serve as a friendly and confident point of contact for client questions and needs. Help clients feel comfortable and at home from the moment they walk in or call. Assist with account servicing including beneficiary updates, withdrawals, and general requests. Answer phones with professionalism and warmth. Prepare, organize, and process paperwork accurately. Sit in on client meetings and guide clients through documents clearly. Coordinate follow-ups and ensure nothing gets missed. Support advisors and operations team with day-to-day client servicing needs. What We Are Looking For Someone who naturally makes people feel comfortable and valued. Highly organized with strong attention to detail. Clear and confident communicator. Proactive and takes initiative. Able to stay calm and positive in a fast-paced environment. Motivated to grow and build a long-term career. Growth Opportunity This role is designed for someone who wants to build a career within a growing firm. As you master the client experience and operations side of the business, there will be opportunities to expand your responsibilities and advance into more senior roles within the organization. Core Values Driven to Learn and Grow Clear and Transparent Communication Lead with Empathy 100% Positive Energy Own the Outcome Why Join Us Be part of a fast-growing firm with strong momentum. Play a meaningful role in shaping the client experience. Work with a team that values accountability, positivity, and growth. Gain exposure to financial planning and operations. Opportunity to grow as the company grows. Benefits Medical, dental, and vision insurance. 401(k) with company contribution. Paid time off. Quarterly team bonuses. Team incentive trips. If you take pride in creating a great experience for others and want to grow with a team that is building something meaningful, we would love to hear from you.