Client Events & Experience Coordinator

Retirement Wealth Design, LLC; Chesterfield (MO); On-site; USD 50,000 - 55,000; Full time

Benefits offered by this job

70% employer-paid medical, dental, and healthcare benefits

6% company 401(k) match

Paid vacation

9 paid holidays annually

Advancement opportunities

Job summary

Retirement Wealth Design, LLC in Chesterfield, Missouri is seeking a Client Events & Experience Coordinator to coordinate educational retirement workshops and enhance the client experience. The role involves multitasking, event organization, and ensuring smooth operations during client encounters.

The ideal candidate should have a hospitality or event coordination background, strong organizational skills, and a friendly demeanor. Compensation includes an annual salary of approximately $50,000 - $55,000, along with performance bonuses and excellent healthcare benefits.

Qualifications

• Hospitality, event coordination, or administrative support background preferred.
• Ability to juggle multiple responsibilities in a fast-paced environment.
• Dependable and positive team player.

Responsibilities

• Schedule and coordinate retirement workshops and events.
• Assist with appointment scheduling and office calls.
• Manage CRM data entry and client communications.

Skills

Strong organizational ability

Friendly communication skills

Detail-oriented

Tech-comfortable

Multitasking ability

Job description

About the Role

We are hiring a Client Events & Experience Coordinator to help organize and execute our educational retirement workshops and support the day-to-day client experience in our office.

This role is ideal for someone who is highly organized, personable, detail-oriented, and comfortable juggling multiple responsibilities while maintaining a warm and professional attitude.

Responsibilities

• Scheduling, organizing, and coordinating retirement workshops and events
• Working workshops and helping ensure events run smoothly
• Calling and texting prospects prior to workshops to confirm attendance
• Answering incoming office phone calls professionally
• Assisting with appointment scheduling and confirmations
• Managing CRM data entry and tracking workshop/client analytics
• Inputting and organizing information from workshops and client meetings
• Supporting ongoing marketing and client communication efforts
• Helping create an outstanding first impression for prospects and clients

Schedule

• Typical office hours are Monday–Friday, 9:00 AM – 5:00 PM
• Up to two evenings per week working workshops (typically 12:00 PM – 8:00 PM those days)
• Weekends are generally off

What We’re Looking For

• Preferred Background: Hospitality
• Restaurant management or serving
• Event coordination
• Administrative/client support
• Friendly and professional communication skills
• Strong organizational ability
• Comfortable multitasking in a fast-paced environment
• Detail-oriented and dependable
• Tech-comfortable and able to learn CRM systems
• Positive attitude and team mentality

Compensation

• Approximately $50,000 - $55,000 annual salary (based on experience)
• Up to $6,000 performance bonus opportunity
• 70% employer-paid medical, dental, and healthcare benefits
• 6% company 401(k) match
• Paid vacation
• 9 paid holidays annually
• Advancement and growth opportunities within the company

If you enjoy creating exceptional experiences, keeping things organized, and being part of a growing company that values people and professionalism, we’d love to hear from you.