Client Experience Coordinator

Client Experience Coordinator

Busy Wealth Management Firm | Manchester, CT | Full-Time | In-Person

We are seeking a highly organized, personable, and proactive Client Experience Coordinator to serve as the first point of contact for our busy financial planning practice. This role is central to creating a welcoming client experience while ensuring the office runs smoothly and efficiently each day.

If you are dependable, detail-oriented, and motivated to grow with a company long-term, this is an excellent opportunity to build a meaningful career within a respected wealth management firm.

Position Overview

The client experience coordinator is responsible for the daily activities of the office, serving as the front-line representative for clients and business partners. You will ensure that the office environment is professional, organized, and fully functional while supporting advisors and staff with administrative and client-facing tasks.

This role requires strong follow-through, critical thinking skills, and the ability to manage multiple responsibilities independently.

Core Responsibilities

1. Daily Running of Office Tasks

• Open and prepare the office each morning (unlock doors, check heating/cooling, ensure readiness for the day)
• Maintain organized, clean, and professional common areas
• Monitor and order office supplies; manage vendor relationships
• Coordinate with vendors and repair professionals as needed
• Troubleshoot day-to-day office issues to maintain smooth operations
• Ensure the office environment consistently reflects a positive client experience

2. Client Experience & Front Desk Responsibilities

• Greet clients warmly and professionally
• Answer and direct incoming phone calls with excellent telephone etiquette
• Schedule client meetings and coordinate calendars
• Gather required forms and documentation for client meetings
• Follow up with clients and vendors as needed
• Assist advisors with meeting preparation and CRM updates (training provided)

3. Administrative & Organizational Support

• Maintain and update CRM systems (Redtail CRM knowledge a plus)
• Assist with LPL ClientWorks tasks (experience a bonus)
• Prepare correspondence and assist with workflow coordination
• Support advisors with administrative tasks as needed
• Maintain accurate records and ensure timely follow-through

4. Growth & Marketing Support (Optional Expansion Area)

• Assist with social media presence and client communications
• Support video messaging to clients (filming/editing a plus)
• Design invitations, brochures, or graphics (Canva, Adobe, CapCut experience preferred)
• Partner with vendors and business allies to enhance brand presence
• Some assistance in organizing client events

This role has room to expand based on skills, interests, and initiative — particularly in marketing and client engagement.

What We’re Looking For

We are seeking someone who demonstrates:

• Strong follow-through
• A personable, welcoming demeanor
• Exceptional organizational skills
• Critical thinking and problem-solving ability
• Strong interpersonal and communication skills
• Reliability and consistency
• Ability to work independently and as part of a team
• Motivation to grow long-term within the firm

Interest in learning about financial planning and wealth management is strongly encouraged.

Qualifications

• Prior office or administrative experience preferred
• Experience in financial services is a plus (not required)
• CRM experience (Redtail preferred) a bonus
• Marketing interest/experience a plus
• Graphic design or social media skills a plus

Why Join Us?

• Opportunity to grow within a respected financial planning firm
• Expand responsibilities based on performance and initiative
• Supportive team environment
• Meaningful role in shaping the client experience

If you are highly motivated, organized, and ready to build a career in a professional financial services environment, we would love to meet you.

Pay: $45,000.00 - $60,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• On-the-job training
• Professional development assistance
• Vision insurance

Work Location: In person