Client Experience Concierge — In-Office (Franklin, TN)

W3Global; Franklin (TN); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

ICHRA health reimbursement

Dental premiums

Group life insurance

Vision insurance

Short-term disability

EAP

401(k) plan

Job summary

Our Client in Franklin, TN is seeking a Client Experience Coordinator to be the welcoming face of the firm and keep daily office operations running smoothly. This role blends hospitality, client service, administrative support, and compliance assistance in a fast-paced professional environment where accuracy, organization, and attention to detail are essential.

The ideal candidate enjoys variety, thrives in an organized setting, and takes pride in making clients, advisors, and teammates feel

Qualifications

• High school diploma or equivalent required.
• Associate or bachelor's degree preferred.
• 2-3 years of experience in administration, reception, client service, office coordination, or a related field required.

Responsibilities

• Serve as the welcoming first point of contact for clients, guests, and team members, both in person and through phone and email communications.
• Greet and assist clients and visitors with warmth, professionalism, and attention to detail.
• Manage calendars, schedule meetings, and coordinate meeting logistics for advisors and team members.
• Support day-to-day office operations, including mail, office supplies, vendors, facilities, and other administrative needs.
• Process client account checks accurately and in accordance with applicable FINRA and SEC requirements.
• Assist with compliance-related processes, including document management, recordkeeping, and ensuring information is maintained accurately and on time.
• Assist with planning and coordinating client events, appreciation activities, team-building initiatives, and other company events.
• Collaborate effectively with advisors, leadership, and team members across the organization.

Skills

Excellent communication

Organizational skills

Attention to detail

Microsoft Office

Client-first mindset

Discretion with confidential info

Team collaboration

Education

High school diploma or equivalent

Associate or bachelor's degree preferred

Tools

Microsoft Office Suite

Job description

Our Client in Franklin, TN is seeking a Client Experience Coordinator to be the welcoming face of the firm and keep daily office operations running smoothly. This role blends hospitality, client service, administrative support, and compliance assistance in a fast-paced professional environment where accuracy, organization, and attention to detail are essential.

The ideal candidate enjoys variety, thrives in an organized setting, and takes pride in making clients, advisors, and teammates feel