Client Experience Coordinator

Fortune Financial; Hopkins (MN); On-site; USD 43,000 - 56,000; Full time

Job summary

Fortune Financial is seeking a highly organized Client Experience Associate to join our growing team. This role focuses on delivering exceptional client service, supporting daily operations, coordinating client interactions, and ensuring precise administrative processes are completed efficiently.

You will work closely with team members to support client relationships, maintain operational excellence, and contribute to the overall success of the practice.

Qualifications

• 1+ years of experience in financial services or professional administrative role.
• Proficiency with Microsoft Office and ability to learn new technology platforms quickly.

Responsibilities

• Act as first point of contact for client inquiries, requests, and account servicing needs.
• Coordinate client meetings, including scheduling, agenda creation and preparing executive summaries.
• Maintain accurate client records within the firm's CRM system, including all communications and touchpoints.
• Monitor client requests and operational workflows to ensure timely and accurate completion.
• Assist with client communications, events, and other initiatives designed to enhance the overall client experience.
• Contribute positively to a collaborative, service-oriented team culture.

Skills

Client relations

Organization

Communication

Tools

Microsoft Office

CRM systems

Job description

Fortune Financial is seeking a highly organized Client Experience Associate to join our growing team. This role focuses on delivering exceptional client service, supporting daily operations, coordinating client interactions, and ensuring precise administrative processes are completed efficiently.

You will work closely with team members to support client relationships, maintain operational excellence, and contribute to the overall success of the practice.