Client Experience Coordinator

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

About Our Client

Our Client is a nationally recognized leader in personalized financial planning and investment management, honored by Forbes as a "Best-in-State" firm.

Company: Our Client

Location: Franklin, TN

Employment Type: Full-Time, In-Office

About Our Client

Our Client is a nationally recognized leader in personalized financial planning and investment management, honored by Forbes as a "Best-in-State" firm.

Behind our client experience is a culture built on respect, alignment, and strategic growth. Employees are empowered to make meaningful contributions to the firm's long-term success while developing their skills and growing professionally.

Position Summary

Our Client is seeking a Client Experience Coordinator to serve as the welcoming face of the firm and the steady hand that keeps daily office operations running smoothly.

From the moment clients and guests walk through the door, the Client Experience Coordinator will help create a professional, warm, and positive experience. This role combines 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 is someone who enjoys variety, thrives in an organized environment, and takes pride in making clients, guests, advisors, and team members feel valued and supported. This position also provides opportunities to develop skills in client service, financial operations, compliance support, event coordination, and office administration while making a meaningful contribution to our client's continued success.

Key Responsibilities

Client & Office Experience

• 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.
• Respond to inquiries promptly and accurately, ensuring requests are appropriately addressed or routed.
• Maintain a welcoming, professional, and organized office environment that reflects our client's values.
• Anticipate the needs of clients and advisors and provide proactive support beyond traditional reception responsibilities.
• Build positive relationships with clients and team members through excellent service and communication.

Administrative & Compliance Support

• 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.
• Handle confidential client and company information with discretion and professionalism.
• Provide administrative assistance across departments as needed.
• Ensure administrative activities are performed in accordance with our client's policies and procedures.

Event & Culture Coordination

• Assist with planning and coordinating client events, appreciation activities, team-building initiatives, and other company events.
• Coordinate logistics for meetings, conferences, community involvement, and other firm activities.
• Assist with the onboarding of new employees by preparing workstations, orientation materials, and other necessary resources.
• Contribute to a positive, collaborative, and engaging workplace culture through proactive participation and support.
• Provide assistance with occasional evening events as needed.

Team Collaboration & General Support

• Serve as a resource for client and team requests, appropriately addressing or escalating issues when necessary.
• Provide administrative and operational support across our client's organization as needed.
• Assist with special projects and other administrative responsibilities as assigned.
• Collaborate effectively with advisors, leadership, and team members across the organization.
• Maintain a professional, dependable, and client-first approach in all interactions.

Qualifications

Education & Experience

• 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.
• Previous experience in financial services and/or event coordination is a plus.
• Experience working in a professional, client-facing environment is highly preferred.

Skills & Competencies

• Excellent verbal and written communication skills.
• Strong organizational skills with the ability to manage multiple priorities simultaneously.
• Exceptional attention to detail and accuracy.
• Proficiency with Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
• Professional demeanor with a strong client-first mindset.
• Ability to handle confidential and sensitive information with discretion.
• Strong interpersonal and customer service skills.
• Ability to work independently while also collaborating effectively as part of a team.
• Positive, adaptable, and team-oriented approach.
• Willingness and ability to learn new processes, systems, and financial operations.

Personal Attributes

The Successful Candidate Will Demonstrate

• Integrity and dependability.
• A friendly, approachable, and professional presence.
• Strong attention to detail.
• A proactive and service-oriented mindset.
• A willingness to learn and grow.
• The ability to remain organized and composed in a fast-paced environment.
• A growth mindset and commitment to continuous professional development.

Schedule

• Monday-Thursday: 8:00 a.m.-5:00 p.m.
• Friday: 8:00 a.m.-3:00 p.m.
• Occasional evening work may be required for client or company events.

Work Environment

• Full-time, in-office position in Franklin, TN.
• Regular interaction with clients, advisors, leadership, and staff.
• Professional office environment.

Travel

• Occasional travel may be required for company meetings, training, or client visits.
• Must be able to travel independently when needed, including occasional overnight stays.

Physical Requirements

• Ability to sit, stand, and walk throughout the workday.
• Ability to lift up to 10 pounds.
• Ability to use standard office equipment.

Benefits

Benefits are subject to eligibility requirements and applicable waiting periods.

Medical & Insurance Benefits

• ICHRA (Individual Coverage Health Reimbursement Arrangement) - Employer allowance toward individual medical coverage based on geographic location, age, and household size.
• 50% employer-paid dental premiums for employee-only coverage.
• Employer-paid group life insurance.
• Employer-paid group long-term disability (LTD) insurance.
• Vision insurance.
• Short-term disability insurance.
• Cancer insurance.
• Hospital indemnity insurance.
• Accident insurance.

Retirement & Additional Benefits

• 401(k) plan.
• 401(k) Safe Harbor Match.
• Holiday, PTO, VTO, and sick time.
• Continuing education and professional licensure/designation assistance.
• Employee Assistance Program (EAP).

Why Join Our Client?

This is an opportunity to join a respected financial planning and investment management firm where client experience, professionalism, teamwork, and long-term growth are valued.

As a Client Experience Coordinator, you will play an important role in creating a positive experience for clients while supporting advisors and the broader team. The position offers a diverse range of responsibilities and opportunities to grow your expertise in client service, financial operations, compliance, administration, and event coordination.

Location: Franklin, TN

Schedule: Monday-Friday, Full-Time, In-Office