Client Experience Coordinator - Tampa, FL

Advisor Talent Solutions•Tampa, FL

3d•$60,000 - $65,000•Onsite

About The Position

Mosaic Financial Group is a dedicated financial planning firm based in Tampa, FL. We value doing the right thing and always prioritize people over profit. As our Client Experience Coordinator, you will serve as the welcoming face and voice of our company, creating a positive experience for clients and visitors. In addition, you will support our social media efforts and organize client events to further enhance our client relationships. This role is ideal for a self-starter with a strong background in client service, administrative support, and event planning who thrives in a fast-paced, client-focused environment.

Requirements

High School Diploma
2+ years’ of relevant experience
Demonstrates strong proficiency and confidence working across various platforms and operating systems; CRM (Redtail) and Microsoft Office Suite
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 client 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

Responsibilities

Serve as a friendly, professional first point of contact for clients—both in-person and over the phone
Schedule appointments and manage advisor calendars
Manage client database and maintain accurate records
Follow up with clients and prospects to support relationship development
Create and publish engaging content across various social media platforms to maintain an active online presence
Assist with marketing efforts and general office operations
Perform additional administrative duties as assigned
Plan, coordinate, and execute client events and seminars
Research and manage relationships with venues, caterers, and vendors
Develop event budgets and timelines, ensuring smooth execution from start to finish
Promote events through email, social media, and other platforms
Manage guest communications, registrations, and RSVPs
Handle event setup, breakdown, and on-site logistics
Collect post-event feedback to improve future planning