Position: Client Experience & Front Office Coordinator Firm: Confidential Location: Acushnet, MA Overview: Our firm provides comprehensive wealth management and financial advisory services designed to help individuals, families, and businesses build, preserve, and protect their financial futures. We take a personalized approach to financial planning, combining thoughtful guidance with exceptional client service to help clients pursue their long-term goals with confidence. As our firm continues to grow, we are seeking a Client Experience & Front Office Coordinator to join our team! As the first point of contact for clients and visitors, this individual plays a vital role in creating a welcoming, professional, and memorable experience that reflects the high standards of our firm. In addition to managing front office operations, this role serves as the primary owner of all firm events, leading every aspect of the event lifecycle, including planning, coordination, execution, and post-event follow-up. The ideal candidate is highly organized, service-oriented, and passionate about delivering exceptional experiences that strengthen client relationships and enhance the firm's brand. What You’ll Do: Client Experience & Front Office: - Serve as the first point of contact for clients, prospects, and visitors, creating a welcoming and professional experience
- Answer incoming calls, direct inquiries, and accurately document relevant conversations in our CRM (Wealthbox)
- Maintain a clean, organized, and client-ready lobby and conference rooms, including preparing refreshments
- Deliver world-class service through attentive, professional, and timely communication
- Coordinate appointment confirmations, client meeting reminders, and general scheduling support
- Work closely with the team to prepare for client meetings and ensure a seamless client experience
- Anticipate client and team needs while maintaining 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 the CRM (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
Marketing & Event Support: - 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 the CRM (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, including preparing and publishing approved content on LinkedIn and Facebook
- Assist with additional marketing projects and initiatives that contribute to the firm's growth
What We’re Looking For: - 1+ year of experience working in a professional office environment
- Exhibit a warm and professional phone presence
- Demonstrates strong proficiency and confidence working across various platforms and operating systems
- Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
- Strong written and verbal communication skills
- 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
What You’ll Get: Pay & Perks: - $55k - $65k/year based on experience
- Health insurance
- Dental insurance
- 401(k) with up to 4% match
- PTO
Schedule: - In office: Monday – Friday
- Some evenings required for client workshops and events
Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
|