Client Experience Coordinator

SimplePath Retirement, LLC; Palm Harbor (FL); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

Full benefits package including medical, dental, and vision

401(k) with profit sharing

Generous paid holidays

Incentive trips

Job summary

A family-owned wealth management firm in Palm Harbor, Florida, seeks a Client Experience Coordinator responsible for enhancing client engagement and driving consultation flow. The ideal candidate will have 3–5 years of experience in client relations, strong phone presence, and organization skills. This high-energy role requires a welcoming demeanor and the ability to effectively manage multiple tasks. Competitive salary with performance bonuses and a full benefits package offered.

Qualifications

• 3–5 years of experience in client relations or hospitality.
• Proven success in scheduling consultations.
• Strong typing and computer proficiency.

Responsibilities

• Respond promptly to inbound leads.
• Guide prospects toward scheduling consultations.
• Maintain accurate CRM documentation.

Skills

Client relations

Hospitality

Appointment setting

Sales

Strong phone presence

High responsiveness

Organizational skills

Tools

Salesforce

Apple computer proficiency

Job description

Salary: $52,000 – $68,000/year (Based on Experience) + Bonus Potential

Bonus Potential: Monthly performance bonuses tied to consultation attendance

Benefits: Full benefits package including medical, dental, vision, 401(k) with profit sharing, PTO, generous paid holidays, incentive trips, and more.

About SimplePath Retirement

SimplePath Retirement is a family‑owned retirement planning, insurance, and wealth management firm. We’re a boutique firm with high standards, disciplined systems, and a reputation for delivering exceptional client experiences.

We help good people live extraordinary lives in retirement, with purpose and dignity — and every relationship begins with a powerful first impression.

The Opportunity

We are seeking a confident, relationship‑driven Client Experience Coordinator to own first impressions, accelerate prospect momentum, and drive consultation flow.

This is not a passive front desk role. This is a high‑energy, high‑visibility position that sits at the center of relationship building and firm growth. You will be the first voice and face of our firm — responding quickly to inbound leads, confidently making outbound follow‑up calls, hosting events, and guiding warm prospects toward scheduling consultations.

You will operate at the intersection of hospitality, organization, and conversion — delivering a polished, white‑glove experience while ensuring our office environment reflects the highest of standards and no opportunity slips through the cracks. You will play a direct role in ensuring our advisors’ calendars stay full and our prospect pipeline continues moving forward.

Your Mission

Success in this role is measured by responsiveness, consultation flow, and the quality of the SimplePath experience. You will help ensure every interaction with our firm feels welcoming, organized, and purposeful.

Your responsibilities include:

Prospect Engagement & Appointment Momentum

• Respond promptly to inbound leads and inquiries
• Contact and confirm all event registrations
• Guide qualified prospects toward scheduling consultations with confidence and professionalism
• Execute proactive outbound follow‑up so no opportunity falls through the cracks
• Confirm and prepare prospects so they arrive ready and on time

Event & Relationship Engagement

• Serve as event host and relationship ambassador at prospect and client events
• Capture meaningful personal details that strengthen long‑term relationships and enhance client experience
• Execute Client Love touchpoints including gifts, milestone outreach, and thoughtful follow‑up

Front Desk & Office Presentation

• Greet clients and guests warmly and professionally
• Offer and serve beverages and refreshments to create a welcoming experience
• Prioritize and route calls, texts, and mail efficiently
• Maintain accurate CRM documentation and scheduling integrity
• Ensure conference rooms and client spaces are prepared for each meeting
• Maintain a pristine office environment aligned with our brand standards

Attributes That Matter Here

• High Energy & Sociability: You enjoy meeting new people and building rapport quickly
• Persuasive Confidence: You are comfortable guiding conversations toward next steps.
• Responsiveness: You move quickly because speed builds trust.
• Follow‑Through Discipline: You don’t let interested leads go cold, or details slip
• Relationship Orientation: You genuinely care about people and remember details.
• Ownership: You take responsibility for outcomes, not just activity.
• Professional Presence: You represent the brand with polish and warmth.
• Organizational Strength: You manage schedules, logistics, and details with consistency.
• Hospitality Mindset: You create a welcoming, white‑glove experience.
• Growth Mindset: You want to improve, learn, and elevate your impact.

This role is not suited for someone who prefers passive reception work, reactive follow‑up, or behind‑the‑scenes‑only responsibilities.

This is a performance‑based role in a growth‑oriented firm. You will have autonomy — but also accountability. We expect initiative, responsiveness, confidence on the phone, pride in presentation, and measurable results.

If you are energized by meeting people, guiding conversations, maintaining an impeccable environment, and converting warm interest into meaningful next steps, this role will feel exciting and rewarding.

Required

• 3–5 years of experience in client relations, hospitality, appointment setting, or sales
• Proven success in scheduling consultations or converting warm leads into appointments
• Strong phone presence and comfort making outbound calls
• Fast response habits and high follow‑through discipline
• Strong typing and computer proficiency (Apple preferred)
• CRM experience (Salesforce preferred)
• Multi‑system navigation and digital efficiency
• Strong written and professional communication

Preferred

• Experience in financial services, professional services, or luxury brands
• Event hosting or client‑facing experience
• Experience working with high‑net‑worth clientele

Schedule

• In‑office: Monday – Friday, 8:30 am – 5:00 pm
• Occasional evenings required for after‑hour events

If you enjoy meeting new people, maintaining an exceptional environment, and helping prospects take the next step toward financial clarity, we encourage you to apply.

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com