Overall Function The Client Experience Coordinator is responsible for coordinating and enhancing the firm's client experience through onboarding, client engagement, advisor support, lead and referral tracking, client events, marketing initiatives, social media management, and business development support activities. This role helps ensure consistent, professional, and scalable client experience across all advisors and client relationships while supporting firm growth and operational efficiency. Specific responsibilities may include but are not limited to: Client Onboarding Experience Coordinate the firm's new client onboarding experience. Ensure new clients are fully integrated into the practice process and service model. Coordinate client portal and website access. Gather required onboarding information and authorizations, including trusted contacts and information-sharing permissions. Coordinate welcome communications, onboarding materials, and onboarding checklists. Track outstanding onboarding items to ensure smooth and professional experience. Ensure clients understand next steps, timelines, service expectations, and key points of contact. Client Experience & Engagement Coordinate client follow-up activities, client appreciation efforts, and personalized client touchpoints. Help maintain consistent client experience across all advisors. Coordinate delivery of the firm's client service calendar and client engagement strategy. Track upcoming client milestones, life events, and service opportunities to support proactive client engagement. Support client retention initiatives and leadership efforts to enhance and standardize the client experience. Advisor & Prospect Support Prepare, organize, update, and format client, prospect, and advisor presentation materials using approved branding and templates. Coordinate the development of presentation decks, proposals, and client-facing materials based on advisors and leadership-provided content and strategy. Support advisors by preparing customized materials and resources for client and prospect meetings. Client Events Coordinate educational workshops, client appreciation events, seminars, and community engagement programs. Manage invitations, RSVPs, event logistics, materials, and follow-up activities. Support client engagement and event planning initiatives. Track event participation and engagement metrics. Marketing & Business Development Support Support the execution of firm marketing initiatives and campaigns. Create, format, update, and maintain marketing collateral and business development materials. Coordinate recognition applications, industry award submissions, and related projects. Maintain consistency of firm branding, formatting, presentation standards, and messaging. Coordinate and manage the firm's social media presence. Maintain a content calendar. Coordinate the firm's quarterly client newsletter. Lead Management & Referral Tracking Maintain and oversee the firm's lead tracking process. Track inbound leads from marketing activities, events, referrals, and website inquiries. Coordinate referrals and relationship tracking for Centers of Influence (COIs). Monitor lead and referral activity and conversion outcomes. Prepare periodic reporting for leadership. Support advisors and leadership in strengthening referral relationships. Technology & AI Enablement Utilize approved technology, automation, and artificial intelligence tools. Leverage Microsoft Copilot and other approved AI tools. Support technology adoption, process improvement, and digital transformation initiatives. Team Collaboration Work collaboratively with advisors, operations staff, and leadership. Maintain accurate and current CRM task records. Participate in cross-training and process improvement initiatives. Contribute to a positive, professional, and team-oriented culture. Qualifications Financial services, insurance, client service, or hospitality experience preferred. Excellent oral and written communication skills Demonstrated organizational and time management skills Strong attention to detail with the ability to work with a high degree of accuracy Ability to work both independently and in a team Ability to maintain confidentiality

Job Type :

Full-time Pay :

From $55,000-$65,000 per year, depending on experience level

Benefits:

Simple IRA Health Insurance Life and Disability Insurance Dental and Vision insurance Paid time off

Schedule :

Monday to Friday on site 9am to 5:00pm

Pay:

$55,000.00 - $65,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance

Work Location:

In person