Client Experience Coordinator - Anderson, SC

Advisor Talent Solutions • Anderson, SC

2d • Onsite

About The Position

A faith-based retirement planning and wealth management firm in Anderson, South Carolina, is hiring a Client Experience Coordinator to support clients as they plan for their financial futures. The role focuses on providing personalized service, clear communication, and dependable assistance to clients and financial Advisors. The Coordinator works in the office Monday through Thursday from 8:30 a.m. to 5:00 p.m. and Friday from 8:00 a.m. to noon, with occasional evenings for client events.

Requirements

• High school diploma.
• Ability to build strong, trust-based client relationships through attentive, personalized service and guidance.
• Proficiency and confidence using multiple platforms and operating systems, including Microsoft Office Suite, particularly Word and Excel.
• Strong written and verbal communication skills.
• Collaborative approach and willingness to assist others.
• Exceptional organizational skills, including managing multiple client requests and prioritizing time-sensitive tasks.
• Meticulous attention to detail and commitment to accuracy.
• Self-starter who takes initiative and works well independently.
• Strong integrity and commitment to ethical conduct, particularly when handling confidential client information and financial matters.

Responsibilities

• Communicate with clients by phone and in person with a friendly, confident manner.
• Work with Advisors and clients to prepare account paperwork for signing appointments.
• Attend client appointments as needed to assist the Advisor.
• Work with Advisors to complete appointment notes, new account applications, and account maintenance forms.
• Submit account applications to carriers and confirm they are in good order.
• Assign tasks to the Client Experience Team Manager to help ensure funding arrives for new accounts.
• Assist existing clients with account maintenance, deposits, and withdrawals.
• Schedule client appointments with their Advisor.
• Use the Redtail CRM system to track personal tasks, enter client-specific notes, and schedule appointments as needed.

Benefits

• Salary of $50,000–$70,000 plus bonus potential.
• Health insurance after 30 days.
• 401(k) with match after 90 days.
• Paid time off after 90 days.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED