Client Experience Coordinator

Client Experience Coordinator East Greenwich, RI 02818 $24

• $27 an hour
• Full-time $24
• $27 an hour
• Full-time Client Experience & Operations Coordinator Balanced Wealth Management, LLC — East Greenwich / West Warwick Line, RI (In-Office) Why this role matters You're the first person clients see, the voice they hear on the phone, and the reason the office runs smoothly.

At Balanced Wealth Management, we deliver a high-touch, personalized experience — and this role is at the center of it. Small team, real impact, no bureaucracy. What you'll own Client Experience — Greet clients, manage incoming calls, and set the tone for every interaction. You're the face of the firm. Scheduling & Coordination — Own advisor calendars, client appointments, reviews, and follow-ups. Operations Support — Partner with the Client Service Manager on annuity and IRA applications (Fidelity platforms), meeting prep, post-meeting communications, and vendor coordination across 401(k), 403(b), annuity, and broker-dealer partners. Client Touchpoints — Send cards, gifts, and maintain the small details that keep relationships strong. Marketing & Events — Help create and schedule social media content, maintain the marketing calendar, and support bi-weekly client workshops from planning through follow-up. What you bring Strong communicator with a professional, warm presence Organized and detail-driven — you catch what others miss Comfortable juggling multiple priorities without dropping anything Proficient in Microsoft Office (Excel, Outlook, Word) Willing to learn financial platforms (Fidelity experience is a plus) Prior admin or client service experience preferred; financial services background is a bonus Compensation & Benefits $24

• 27/hour starting pay 3 weeks PTO + all major holidays paid 401(k) with 3% employer match Free gym membership and on-site parking Apply and let's have a conversation!

Pay:

$24.00

• $27.

00 per hour

Benefits:

401(k) Paid time off

Work Location:

In person