Client Experience Coordinator

Client Experience Coordinator at Balanced Wealth Management Client Experience Coordinator at Balanced Wealth Management in Warwick, Rhode Island Posted in 4 days ago.

Type:

full-time

Job Description:

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 $25/hour (non-exempt) 3 weeks PTO + all major holidays paid 401(k) with 3% employer match Free gym membership and on-site parking (No Medical/Dental) Apply and let's have a conversation!