Client Experience Coordinator

Northwestern Mutual - Clayton; Fairview Heights (IL); On-site; USD 42,000 - 61,000; Full time

Benefits offered by this job

Health insurance

SIMPLE IRA

PTO + holidays

Job summary

Northwestern Mutual - Clayton is seeking a Client Experience Coordinator to ensure proactive client communication and seamless service across client segments. You will act as a central coordinator to deliver high-quality engagement and support the firm’s objectives.

The role emphasizes managing schedules, preparing meeting materials, and maintaining accurate client records, with opportunities to contribute to outreach and marketing initiatives.

Qualifications

• Experience providing admin support for financial professionals.
• Strong customer service mindset with proactive communication.
• Professional written and verbal communication; attention to detail.

Responsibilities

• Maintain advisor's calendar and confirm appointments.
• Prepare and review materials for client meetings.
• Update CRM and client records accurately.
• Coordinate client outreach and follow-ups throughout the year.
• Support marketing efforts and social media presence.

Skills

Administrative support

Customer service

Oral and written communication

Multitasking

Detail oriented

Microsoft Office

Education

Bachelor's degree preferred

Life and Health licensing within 3 months

Tools

CRM software

Job description

Job Location: Fairview Heights, IL

Job Title: Client Experience Coordinator

Type of Position: Full-time

FLSA Classification: Exempt

Hours per week: 40 hrs/wk

Working hours: 7:30am-4:30pm

Momentum Wealth Advisors is a financial planning practice that specializes in working with clients that want more out of their planning. We believe financial planning is more than charts and spreadsheets; it’s about building a life that reflects what truly matters to you. Our approach is designed to blend strategy with simplicity, and discipline with enjoyment, so you can move toward your goals with confidence, clarity, and momentum.

Where Fun Meets Financial Planning | Service Commitment | Integrity in Action | Continuous Learning

Job Summary

The Client Experience Coordinator is responsible for managing and enhancing the overall client experience by ensuring proactive communication, seamless service delivery, and consistent engagement across all client segments. They serve as a central point of coordination to deliver a high-quality client experience, drive engagement, and support the firm's objectives.

Key Responsibilities

• Maintain financial advisor’s calendar and confirm appointments
• Prepare and review materials in advance of client meetings
• Identify outstanding action items and ensure follow-up is completed
• Maintain accurate client records by updating customer relationship management (CRM) systems and ensuring documentation is properly stored and organized
• Conduct client outreach through phone calls, appointment scheduling, birthday contacts, and follow-up communications
• Develop and maintain processes to ensure proactive client engagement throughout the year
• Assemble targeted feedlists to provide marketing support for financial advisor
• Support LinkedIn networking and prospecting initiatives
• Assist with new client acquisition campaigns
• Own and manage the firm's social media presence
• Maintain advisor’s business website and ensure it is properly updated with content and promotional initiatives
• Coordinate client and community engagements, including holiday events, retirement events, & other client appreciation and educational events
• Complete and/or assist with projects as needed by the team

Job Qualifications

• Life and Health licensed or gain licensing within 3 months of employment
• Bachelor's degree preferred
• Experience in administrative support or customer service preferred
• Ability to proactively identify what needs to be accomplished and take action as appropriate
• Excellent oral and written communication skills
• Familiarity with Microsoft applications
• Demonstrated organizational and time management skills and ability to multitask, set priorities, and meet deadlines
• Strong attention to detail with the ability to work with a high degree of accuracy
• Ability to work both independently and in a team

Benefits

• Health, vision, and dental insurance
• Short-term Disability
• SIMPLE IRA retirement plan
• PTO + holiday pay
• Base salary proportionate to experience level
• Industry licensing and continuing education expenses
• Personal and professional development opportunities