Customer Service Coordinator - Greater Tampa Bay, FL

Advisor Talent Solutions•Gibsonton, FL

1d•$52,000 - $68,000•Onsite

About The Position

SimplePath Wealth Management is a boutique retirement planning, insurance, and wealth management firm dedicated to helping good people live extraordinary lives in retirement — with clarity, confidence, purpose, and dignity. We are known for our high standards and attention to detail, exceptional client experience, thoughtful planning and execution, a warm, professional, relationship-driven culture, and doing things the right way, without cutting corners. We are hiring a Customer Service Coordinator to serve as the welcoming face and voice of SimplePath Wealth Management. This role sits at the center of our client experience. You will greet clients, answer phones, prepare meeting rooms, serve refreshments, support scheduling, manage client appreciation touchpoints, assist with events, and help keep our office environment beautiful, polished, and welcoming. If you love people, take pride in thoughtful service, enjoy creating order and beauty, and find fulfillment in making others feel cared for, this role will energize you. If you want a role where you can hide behind a computer all day, this is not it.

Requirements

3+ years in client relations, hospitality, reception, office coordination, professional services, or administrative support
Exceptional in-person presence, phone etiquette, and written communication
Strong organization, follow-through, and attention to detail
Comfort managing recurring routines, checklists, and administrative workflows
Strong typing and computer proficiency; Apple/Mac experience preferred
Comfort learning CRM systems, scheduling tools, text services, phones, scanners, printers, and office technology
Ability to work in a fast-paced, professional, high-expectation environment

Nice To Haves

Experience in financial services, professional services, luxury hospitality, high-end medical/dental, private clubs, real estate, or concierge environments
Salesforce or CRM experience
Event support or high-touch client hospitality experience
Experience working with high-net-worth clientele

Responsibilities

Own first impressions, hospitality, and client relationship touchpoints while helping the office run smoothly and professionally each day.
Warmly greet and welcome clients, prospects, guests, and visitors.
Answer, prioritize, and route phone calls, texts, mail, and visitor communications.
Prepare conference rooms, refreshments, beverages, and client-facing spaces before each meeting.
Support scheduling, appointment confirmations, meeting readiness, and advisor preparation.
Manage Client Love touchpoints, including birthday texts, cards, gifts, sympathy touches, milestone gifts, and thoughtful follow-up.
Maintain accurate client and prospect records in Salesforce and related systems.
Assist with event preparation, guest check-in, hospitality, setup, cleanup, and follow-up.
Maintain the cleanliness, organization, ambiance, and aesthetics of common areas and client spaces.