The Client Experience Coordinator supports the Client Growth team by managing all non-advisory and operational client tasks, enabling advisors to focus on client success, retention, and growth. This semi-client-facing role oversees scheduling, logistics, CRM management, and pre-work coordination throughout the client journey while ensuring a seamless, professional client experience across email, phone, and SMS communication.
- Coordinate and manage scheduling for Discovery Calls, Welcome Calls, and account management sessions
- Oversee CGA calendars, including confirmations, rescheduling, follow-ups, and availability management
- Track client intake forms, pre-work, and required documentation; flag at-risk or unresponsive clients in HubSpot
- Maintain accurate CRM records, log interactions, update client statuses, and monitor workflow pipelines
- Support post-call follow-ups, escalation processes, and re-engagement logistics
- Deliver responsive, detail-oriented communication that reflects a high standard of professionalism
Qualifications:
- Exceptional written and verbal communication skills
- Strong organizational and multitasking abilities in high-volume environments
- Experience with HubSpot or similar CRM systems
- High attention to detail and accuracy
- Strong judgment in identifying and escalating client concerns appropriately