Schulfer & Associates Wealth Management is a growing boutique wealth management firm seeking a Client Experience Coordinator to join our team. This full-time, in-person position is ideal for a mature, professional, caring, and highly organized individual who enjoys helping others and creating exceptional experiences for clients. As the first person clients interact with when they call or visit our office, you play a key role in delivering our signature White Glove Experience. Our clients have grown accustom to a level of personalized attention, warmth, responsiveness, and professionalism that goes beyond typical customer service. Every interaction is an opportunity to make clients feel valued, appreciated, and exceptionally well cared for. Every member of our team plays an important role in creating meaningful relationships, anticipating needs, and helping clients feel genuinely cared for. If you find joy in helping others and delivering service that exceeds expectations, you'll thrive here. What You'll Do . Welcome clients and guests to our office and create a positive first impression Manage incoming phone calls, emails, and client requests Coordinate client communications and follow-up activities Schedule client strategy meetings and prepare for appointments Assist advisors and team members with administrative and operational tasks Organize and coordinate client appreciation events and educational workshops Maintain accurate client records and documentation Help ensure the smooth day-to-day operation of our office And more as our growing firm continues to evolve About Us Join our close-knit team of seven: three experienced Wealth Management Advisors and four dedicated administrative professionals. We are known for our supportive culture, strong work ethic, and commitment to delivering a truly exceptional client experience. Our boutique office is located in one of Central Wisconsin's most beautiful settings: a historic 1915 home transformed into a welcoming professional space. Perks & Benefits Competitive compensation based on experience and qualifications Health plan included Generous paid time off Bonus plan after one year, with additional enhancements at 5, 7, and 10 years Retirement plan with company match Weekly in-office chair massages Team reward lunches A supportive, family-oriented work environment Early weekends: flexibility to have Friday afternoons off! The Ideal Candidate Friendly, positive, dependable, and professional Naturally enjoys helping others and building relationships Excellent verbal and written communication skills Strong phone and interpersonal skills Highly organized with exceptional attention to detail Able to manage multiple priorities and work independently

• Comfortable learning new technology and office systems Always maintains confidentiality and professionalism A team player who is willing to jump in wherever needed Previous customer service, administrative, reception, hospitality, healthcare, banking, or office experience is valued Why Join Us? At Schulfer & Associates, you'll be part of a respected boutique wealth management firm where your contributions are appreciated and your growth matters. We believe in investing in our team members and creating opportunities for increased responsibility, learning, and career advancement. If you take pride in helping people, enjoy working in a professional environment, and want to be part of a team that values excellence, we'd love to hear from you. Apply Today Please send your resume, cover letter, and salary requirements to

Gene Schulfer Hours:

Monday-Thursday, 8:00 a.m. to 5:30 p.m. | Friday, 8:00 a.m. to 12:00 p.m. Visit our website at www.

SchulferandAssociates.com to learn more.

Job Type:

Full-time Expected hours: 40.0 per week

Benefits:

401(k) matching Flexible schedule Health savings account Paid time off Ability to

Commute:

Stevens Point, WI 54481 (Required)

Work Location:

In person