Client Experience Coordinator - Jacksonville, FL

Advisor Employee Services•Jacksonville, FL

3d•Onsite

About The Position

NuVenture Financial Group located in Jacksonville, FL is seeking a dedicated and personable Client Experience Coordinator to join our growing team. In this pivotal role, you will act as the main point of contact for our valued clients and serve as a key liaison between clients, advisors, and internal teams. If you thrive in a collaborative and fast-paced environment, have a keen eye for detail, and are motivated by building strong relationships, we invite you to apply and help us continue delivering outstanding results for those we serve.

Requirements

1+ years’ experience in client service, administrative support, financial industry or hospitality required
Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite, Google Workspace, Customer Relationship Management (CRM) systems
Excellent communication; written and verbal
Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
Collaborative team player willing to assist others
Demonstrates exceptional organizational skills by efficiently managing multiple requests and prioritizing time sensitive tasks
Exhibits meticulous attention to detail and a commitment to accuracy
Self-starter who takes initiative and works well independently
Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

Nice To Haves

Associate or Bachelor’s degree preferred

Responsibilities

Serve as the primary point of contact for client inquiries via phone, email, and in-person, delivering a warm, responsive, and professional experience
Coordinate all aspects of client meetings, including scheduling, preparing materials, and follow-up communication
Support new client onboarding activities, ensuring a seamless, welcoming experience from paperwork through account setup
Maintain accurate, up-to-date client records in CRM systems and other platforms, documenting all interactions in compliance with firm and industry standards
Collaborate with advisors and internal teams to deliver efficient, high-quality client service across the full client lifecycle
Monitor and proactively follow up on outstanding service items
Assist with client communication strategies, such as appointment reminders, service updates, and outreach
Contribute to client appreciation efforts, events, and initiatives to strengthen client relationships
Proactively identify and recommend improvements to processes, workflows, and service efficiencies
Support reporting and tracking of key client service metrics and team performance indicators
Provide administrative and operational support to the team, including participation in special projects and firm initiatives