Client Experience Coordinator

Akkodis; Louisville (KY); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life Insurance

Short-term Disability

Additional voluntary benefits

EAP program

Commuter benefits

401K plan

Job summary

Akkodis is seeking a warm, organized Client Experience Coordinator to be the first contact for clients visiting our growing financial planning office in Louisville. The role focuses on delivering an exceptional experience from arrival through departure.

The ideal candidate thrives in a relationship-driven environment, is hospitality-minded, and excels at multitasking while maintaining discretion and professionalism. Join our team to support smooth client interactions daily.

Qualifications

• 3+ years of experience in a professional office environment.
• Excellent verbal and written communication skills.
• Strong interpersonal skills and a client-first mindset.
• Exceptional organizational and multitasking abilities.
• Professional appearance and demeanor.
• Proficiency with Microsoft Office and standard office technology.
• Ability to maintain discretion and confidentiality.

Responsibilities

• Welcome clients and guests upon arrival and provide a warm, professional first impression.
• Serve as a concierge for client visits, ensuring clients feel comfortable, valued, and cared for throughout their time in the office.
• Prepare meeting rooms and refreshments prior to client appointments.
• Anticipate client needs and proactively address requests or concerns.
• Maintain a polished, welcoming office environment at all times.
• Ensure client appointments run smoothly by coordinating with advisors and support staff.
• Manage reception duties, including answering phones and directing inquiries appropriately.
• Coordinate visitor check-in procedures and office schedules.
• Assist with meeting logistics and office event preparation.
• Monitor conference room usage and maintain presentation spaces.
• Manage office supplies, refreshments, and hospitality-related inventory.

Skills

Verbal communication

Written communication

Interpersonal skills

Organizational skills

Discretion

Tools

Microsoft Office

Job description

Akkodis is seeking a warm, professional, and highly organized Client Experience Coordinator to serve as the first point of contact for clients visiting a growing financial planning office. This role is responsible for creating an exceptional client experience from the moment a client arrives through the completion of their visit.

As the face of our firm, the Client Experience Coordinator will act as a concierge for the clients, ensuring every interaction reflects our commitment to outstanding service, professionalism, and personalized care. The ideal candidate is hospitality-minded, detail-oriented, and thrives in a relationship-focused environment where creating memorable client experiences is a top priority.

Responsibilities

• Welcome clients and guests upon arrival and provide a warm, professional first impression.
• Serve as a concierge for client visits, ensuring clients feel comfortable, valued, and cared for throughout their time in the office.
• Prepare meeting rooms and refreshments prior to client appointments.
• Anticipate client needs and proactively address requests or concerns.
• Maintain a polished, welcoming office environment at all times.
• Ensure client appointments run smoothly by coordinating with advisors and support staff.
• Manage reception duties, including answering phones and directing inquiries appropriately.
• Coordinate visitor check-in procedures and office schedules.
• Assist with meeting logistics and office event preparation.
• Monitor conference room usage and maintain presentation spaces.
• Manage office supplies, refreshments, and hospitality-related inventory.

Qualifications

• 3+ years of experience in a professional office environment.
• Excellent verbal and written communication skills.
• Strong interpersonal skills and a client-first mindset.
• Exceptional organizational and multitasking abilities.
• Professional appearance and demeanor.
• Proficiency with Microsoft Office and standard office technology.
• Ability to maintain discretion and confidentiality.

For other opportunities available at Akkodis go to www.akkodis.com.

Equal Opportunity Employer/Veterans/Disabled

• medical
• dental
• vision
• life insurance
• short-term disability
• additional voluntary benefits
• an EAP program
• commuter benefits
• a 401K plan

Our benefit offerings provide employees with the flexibility to choose the type of coverage that meets their individual needs.

In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.

Disclaimer: These benefit offerings do not apply to client-recruited jobs and jobs that are direct hires to a client.

To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit https://www.akkodis.com/en/privacy-policy.

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

The California Fair Chance Act

Los Angeles City Fair Chance Ordinance

Los Angeles County Fair Chance Ordinance for Employers