Client Experience Coordinator - Onboarding, Events & Growth

GARDHOUSE Financial Counsel; Meaford; On-site; CAD 30,000 - 60,000; Full time

Job summary

A professional financial advisory firm in Meaford is looking for a Client Experience Coordinator to be the primary contact for clients, assisting them in a friendly and organized manner. The role involves managing schedules, client records, and contributing to a welcoming environment. Ideal candidates should have strong communication skills, attention to detail, and a willingness to learn about the financial services industry. This full-time position offers competitive compensation and growth opportunities.

Benefits

Competitive compensation based on experience

Opportunities for industry education

Supportive team environment

Profit Sharing

Qualifications

• Enjoy working with people and creating a welcoming atmosphere.
• Ability to handle client interactions with high ethical standards.
• Comfort with computers, digital tools, and office equipment.

Responsibilities

• Greet and assist clients in person, by phone, and via email.
• Manage advisor calendar and client appointment scheduling.
• Organize office events and client appreciation initiatives.
• Maintain client records and CRM updates.
• Assist with onboarding new clients.

Skills

Strong communication and interpersonal skills

Excellent organization

Attention to detail

Ability to multitask

Self-motivation

Positive attitude

Genuine enjoyment of client interaction

Job description

A professional financial advisory firm in Meaford is looking for a Client Experience Coordinator to be the primary contact for clients, assisting them in a friendly and organized manner. The role involves managing schedules, client records, and contributing to a welcoming environment. Ideal candidates should have strong communication skills, attention to detail, and a willingness to learn about the financial services industry. This full-time position offers competitive compensation and growth opportunities.