Client Experience & Front Office Coordinator - Acushnet, MA

Advisor Talent Solutions•Acushnet, MA

1d•$55,000 - $65,000•Onsite

About The Position

The Client Experience & Front Office Coordinator serves as the first point of contact for clients, prospects, and visitors at a wealth management and financial advisory firm. The role is responsible for creating a welcoming, professional, and memorable experience while managing front office operations and providing administrative support to advisors and the team. The coordinator also supports marketing activities and client events, including workshops, seminars, and webinars. Responsibilities span event preparation, logistics, execution support, and follow-up, along with maintaining client and prospect information in Wealthbox, supporting social media publishing, and assisting with marketing initiatives. The position is based in the office Monday through Friday, with some evenings required for client workshops and events.

Requirements

High school diploma or equivalent.
At least 1 year of experience working in a professional office environment.
Warm and professional phone presence.
Strong proficiency and confidence working across various platforms and operating systems.
Ability to build strong, trust-based client relationships through attentive, personalized service and guidance.
Strong written and verbal communication skills.
Collaborative team player willing 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.

Responsibilities

Serve as the first point of contact for clients, prospects, and visitors, creating a welcoming and professional experience.
Answer incoming calls, direct inquiries, and document relevant conversations in Wealthbox CRM.
Maintain a clean, organized, client-ready lobby and conference rooms, including preparing refreshments.
Communicate with clients attentively, professionally, and in a timely manner.
Coordinate appointment confirmations, client meeting reminders, and general scheduling support.
Work with the team to prepare for client meetings and help ensure a seamless client experience.
Anticipate client and team needs and maintain a positive, professional demeanor during busy periods.
Maintain accurate, organized, and compliant electronic filing systems.
Scan, upload, and organize client documents and office records.
Prepare outgoing correspondence and sort and distribute incoming mail.
Enter new prospects into Wealthbox and maintain accurate client and prospect information.
Update Wealthbox with client interactions, meeting notes, and follow-up activities.
Support advisors and team members with day-to-day administrative responsibilities.
Identify opportunities to improve office organization, efficiency, and workflows.
Assist with the preparation and execution of client events, educational workshops, seminars, and webinars.
Prepare marketing materials, presentation packets, and event-related correspondence.
Coordinate event registrations and ensure prospect information is accurately entered into Wealthbox.
Assist with pre-event preparation, event logistics, and post-event follow-up.
Attend occasional evening events and workshops to support the team and provide an exceptional attendee experience.
Assist advisors with scheduling appointments and following up on marketing-generated leads.
Support social media efforts by preparing and publishing approved content on LinkedIn and Facebook.
Assist with additional marketing projects and initiatives that contribute to the firm's growth.