Client Experience Coordinator

R.D. SMOTHERS WEALTH MANAGEMENT, LLC.; Campbellsville (KY); On-site; USD 35,000 - 45,000; Full time

Job summary

R.D. SMOTHERS WEALTH MANAGEMENT, LLC. is seeking a Client Relations Coordinator in Kentucky. You will warmly welcome clients, manage appointments, and keep the office organized while supporting advisors with routine projects. Strong communication and a can-do attitude are essential for a fast-paced team environment.

You will handle CRM notes, mail follow-ups, and community outreach efforts, helping to cultivate lasting client relationships and a polished client experience.

Qualifications

• Not an entry-level role; prior professional or client-facing experience is required.
• 1–2 years of experience in customer service, administrative, hospitality, or office/relationship-management work.
• Reliable, professional, strong listening and communication skills; ability to multitask and work with a team.
• Marketing or relationship management background is a plus.

Responsibilities

• Greet clients and guests and create a warm, organized office experience.
• Answer phones with warmth and professionalism; confirm appointments.
• Prepare materials and pull client files for upcoming meetings.
• Record notes in the CRM and keep client information accurate and up to date.
• Support planning of client appreciation events and assist with marketing efforts.

Skills

customer service

administrative

hospitality

communication skills

team collaboration

Tools

CRM systems

Microsoft Office

Job description

R.D. SMOTHERS WEALTH MANAGEMENT, LLC. is seeking a Client Relations Coordinator in Kentucky. You will warmly welcome clients, manage appointments, and keep the office organized while supporting advisors with routine projects. Strong communication and a can-do attitude are essential for a fast-paced team environment.

You will handle CRM notes, mail follow-ups, and community outreach efforts, helping to cultivate lasting client relationships and a polished client experience.