Client Experience Coordinator

Croak Capital; Toledo (OH); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Above-market salary

401(k) with company match

Health insurance

Flexible PTO

Collaborative team environment

Job summary

A growing wealth management firm is seeking a Client Service Associate to enhance client experiences through effective scheduling, communication, and CRM management. In this role, you will ensure seamless execution of client meetings and manage service requests with professionalism. Ideal candidates have over 3 years in a client service role, possess strong organizational skills, and are detail-oriented. A flexible PTO policy and competitive compensation package are included in this opportunity.

Qualifications

• 3+ years in a client service, administrative, or coordinator role.
• Comfortable in CRM systems and structured environments.
• Ability to write clear and concise emails.

Responsibilities

• Own scheduling for client meetings and internal touchpoints.
• Run client meetings: confirmations, materials, and follow-through.
• Log all client interactions and tasks in Salesforce.
• Manage day-to-day client service requests and communications.

Skills

Client communication

Organizational skills

Data accuracy

CRM proficiency

Tools

Salesforce

Job description

A growing wealth management firm is seeking a Client Service Associate to enhance client experiences through effective scheduling, communication, and CRM management. In this role, you will ensure seamless execution of client meetings and manage service requests with professionalism. Ideal candidates have over 3 years in a client service role, possess strong organizational skills, and are detail-oriented. A flexible PTO policy and competitive compensation package are included in this opportunity.