Our Client, a wealth management practice in Scottsdale, is seeking a proactive, detail-loving, operations-driven Client Experience Coordinator to deliver an exceptional client journey, support firm operations, execute marketing campaigns, and provide executive assistance to the firm owner.
You’ll be the behind-the-scenes powerhouse who ensures everything runs smoothly — from meeting prep to CRM updates to inbox management — freeing the advisor to focus on clients and strategy.
🔍 Key Responsibilities:
· Own end-to-end client service workflows — onboarding, service touchpoints, custodial tasks.
· Prepare accurate, branded meeting prep materials and follow-ups.
· Manage calendars, schedule meetings, and ensure nothing falls through the cracks.
· Track, document, and follow up on all tasks in the CRM.
· Execute the firm’s marketing plan: emails, webinars, social media, gifts, referral programs.
· Provide executive assistance: inbox triage, travel booking, light personal errands, and project support.
🌟 You’re a Match If You Are:
· 5+ years’ experience in a financial advisory, wealth management, tax, or professional services firm.
· Exceptionally organized, detail-oriented, and reliable, with impeccable integrity.
· Skilled with CRMs, calendars, SharePoint, Microsoft Office Suite, DocuSign, and Zoom.
· Must be an intermediate or higher Excel user
· Comfortable using AI tools like ChatGPT, Grammarly, or AI schedulers.
· A clear communicator with a client-first mindset.
· Able to juggle multiple priorities without needing hand-holding.
· Fast-paced, growth-minded, and enjoy new challenges on a regular basis.
💼 Bonus Points For:
· Familiarity with tools like Advyzon, Charles Schwab’s website, Canva, Calendly, and email marketing platforms.
· Experience in social media, website posting, or other marketing avenues.
2 to 3 days in office
$60,000
