Client Experience Coordinator
About The Position
Momentum Wealth Advisors is a financial planning practice that specializes in working with clients that want more out of their planning. We believe financial planning is more than charts and spreadsheets; it’s about building a life that reflects what truly matters to you. Our approach is designed to blend strategy with simplicity, and discipline with enjoyment, so you can move toward your goals with confidence, clarity, and momentum. Where Fun Meets Financial Planning | Service Commitment | Integrity in Action | Continuous Learning The Client Experience Coordinator is responsible for managing and enhancing the overall client experience by ensuring proactive communication, seamless service delivery, and consistent engagement across all client segments. They serve as a central point of coordination to deliver a high-quality client experience, drive engagement, and support the firm's objectives.
Requirements
- Life and Health licensed or gain licensing within 3 months of employment
- Ability to proactively identify what needs to be accomplished and take action as appropriate
- Excellent oral and written communication skills
- Familiarity with Microsoft applications
- Demonstrated organizational and time management skills and ability to multitask, set priorities, and meet deadlines
- Strong attention to detail with the ability to work with a high degree of accuracy
- Ability to work both independently and in a team
Nice To Haves
- Bachelor's degree preferred
- Experience in administrative support or customer service preferred
Responsibilities
- Maintain financial advisor’s calendar and confirm appointments
- Prepare and review materials in advance of client meetings
- Identify outstanding action items and ensure follow-up is completed
- Maintain accurate client records by updating customer relationship management (CRM) systems and ensuring documentation is properly stored and organized
- Conduct client outreach through phone calls, appointment scheduling, birthday contacts, and follow-up communications
- Develop and maintain processes to ensure proactive client engagement throughout the year
- Assemble targeted feedlists to provide marketing support for financial advisor
- Support LinkedIn networking and prospecting initiatives
- Assist with new client acquisition campaigns
- Own and manage the firm's social media presence
- Maintain advisor’s business website and ensure it is properly updated with content and promotional initiatives
- Coordinate client and community engagements, including holiday events, retirement events, & other client appreciation and educational events
- Complete and/or assist with projects as needed by the team
Benefits
- Health, vision, and dental insurance
- Short-term Disability
- SIMPLE IRA retirement plan
- PTO + holiday pay
- Base salary proportionate to experience level
- Industry licensing and continuing education expenses
- Personal and professional development opportunities
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
