Client Experience Coordinator

Financial Strategies Group-Austin Avery; Fargo (ND); On-site; USD 22,000 - 30,000; Full time

Job summary

Financial Strategies Group in Fargo, ND, seeks a Client Services Assistant to welcome clients, manage the front desk, and support advisors with meetings and documentation.

The role emphasizes organization, confidentiality, and clear communication, with duties including preparing meeting materials, scanning documents, running reports, and handling routine office tasks. A professional, dependable team player is desired.

Qualifications

• Strong verbal and written communication skills, with a professional and friendly demeanor.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple tasks, prioritize responsibilities, and meet deadlines.
• Proficiency with Microsoft Office, including Outlook, Word, and Excel, or the ability to learn new software systems.
• Comfort answering phone calls, greeting visitors, and interacting with clients in person.
• Ability to handle confidential information responsibly and maintain discretion at all times.
• Willingness to learn internal procedures, document management systems, and reporting processes.
• A team-oriented attitude and a strong commitment to providing excellent client service.
• Prior administrative, receptionist, or customer service experience is preferred.

Responsibilities

• Front Desk Management: Serve as the first point of contact for clients and visitors, creating a welcoming and professional environment.
• Phone and Communication Support: Answer incoming phone calls, direct inquiries to the appropriate team member, and take messages as needed.
• Client Check-In: Greet clients upon arrival, notify the appropriate team members of their arrival, and help ensure a smooth check-in process.
• Client Meeting Preparation: Prepare meeting materials, organize documents, and ensure conference rooms and other meeting spaces are ready for client appointments.
• Document Management: Scan, save, and organize client documents accurately in the appropriate electronic files.
• Report Preparation: Run reports as requested and assist with gathering and organizing information for advisors and internal team members.
• Administrative Support: Assist with general office tasks and provide support to the team to help maintain efficient daily operations.
• Confidentiality and Accuracy: Handle sensitive client and financial information with discretion, professionalism, and attention to detail.

Skills

Strong communication

Organizational skills

Multitasking

MS Office proficiency

Discretion

Team player

Tools

Outlook

Word

Excel

Job description

Financial Strategies Group in Fargo, ND, seeks a Client Services Assistant to welcome clients, manage the front desk, and support advisors with meetings and documentation.

The role emphasizes organization, confidentiality, and clear communication, with duties including preparing meeting materials, scanning documents, running reports, and handling routine office tasks. A professional, dependable team player is desired.