Client Experience Coordinator

Cx Institutional Llc; Auburn (IN); On-site; USD 42,000 - 52,000; Full time

Job summary

Credent Wealth Management in Indiana is hiring a Client Care Coordinator to support Wealth Advisors and deliver a premium client experience. You will greet clients, handle calls, schedule meetings, and ensure smooth CRM documentation for follow-ups and events.

The role requires a friendly, professional demeanor, strong communication, attention to detail, and the ability to coordinate local client events. A High School diploma is required, with a degree in business a plus; 1+ year in

Qualifications

• 1+ year in client-facing, phone customer relations or administrative role.
• High school diploma required; associate or bachelor’s in business administration a plus.
• Warm, polite, and professional customer service behaviors.
• Excellent verbal and written communication skills.

Responsibilities

• Answer, screen, and route incoming phone calls.
• Greet all in-person visitors and coordinate with team.
• Coordinate team calendars and client meetings.
• Coordinate and schedule client Goal Reviews and Risk Audits.
• Prepare materials for client and prospective client events.
• File and submit confidential documents and compliance forms as requested.
• Update client and prospect information in CRM and distribute emails.
• Keep office supplies stocked and office area clean.
• Collaborate with team to provide exceptional service.

Skills

Customer service

Verbal & written communication

Independent work

Attention to detail

Event coordination

MS Office & CRM

Multitasking

Confidentiality

Education

High school diploma

Business administration degree (plus)

Tools

Microsoft Office

CRM software

Job description

Credent Wealth Management in Indiana is hiring a Client Care Coordinator to support Wealth Advisors and deliver a premium client experience. You will greet clients, handle calls, schedule meetings, and ensure smooth CRM documentation for follow-ups and events.

The role requires a friendly, professional demeanor, strong communication, attention to detail, and the ability to coordinate local client events. A High School diploma is required, with a degree in business a plus; 1+ year in