Client Experience Coordinator

EPIC Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC; Westlake Village (CA); In loco; USD 54.000 - 58.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Paid time off

Bonus Compensation Structure

Descrizione del lavoro

EPIC Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, in Westlake Village, CA, seeks a Client Concierge / Marketing Assistant to deliver exceptional client service and oversee front-office operations. You will manage advisor calendars, coordinate client meetings, and support both advisory and marketing teams.

The ideal candidate is highly organized, proactive, service-oriented, and thrives in a fast-paced environment, ensuring a seamless client

Competenze

• Highly organized with exceptional attention to detail.
• Strong interpersonal and communication skills with a client-first mindset; ability to communicate professionally and positively with clients.
• Professional, positive, and dependable.
• Ability to manage multiple priorities and deadlines simultaneously; strong time-management skill.
• Experience with multi-line phone systems and phone etiquette to handle calls professionally.
• Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
• Ability to quickly learn and navigate multiple technology platforms and applications.
• Experience with Canva, Photoshop, or similar graphic design tools preferred.
• Event planning or project coordination experience preferred.
• Ability to work independently while collaborating effectively within a team environment.
• Ability to lift and move office or event supplies up to 40 pounds.
• Must successfully pass a background check; ability to understand and follow FINRA and company compliance guidelines.

Mansioni

• Serve as the primary point of contact for clients, prospects, visitors, vendors, and incoming communications.
• Manage multiple advisors' calendars and coordinate all client meetings, reviews, and appointments.
• Schedule meetings and maintain efficient calendar management across the advisory team.
• Coordinate conference room scheduling and ensure meeting spaces are fully prepared for client appointments.
• Prepare meeting materials, client packets, refreshments, and other meeting-related needs as required.
• Greet and welcome clients, ensuring a professional and positive client experience.
• Answer incoming calls and emails and route requests to the appropriate team member.
• Monitor and maintain a clean, professional, and organized office environment.
• Follow office opening and closing procedures while maintaining a high level of security and professionalism.
• Collect, process, and distribute incoming and outgoing mail and deliveries.
• Coordinate office supply inventories and maintain relationships with office vendors.
• Maintain accurate client information within CRM and internal systems.
• Assist advisors with scheduling, administrative tasks, and special projects.
• Support client onboarding and assist with gathering and organizing required documentation.
• Track client milestones, appreciation opportunities, and gifting initiatives.
• Assist with workflow coordination and follow-up items to support advisor efficiency.
• Work collaboratively with front office, client service, and advisory team members to ensure seamless operations.
• Provide administrative support to the marketing department and assist with ongoing initiatives.
• Assist with management of company social media accounts, including LinkedIn and Facebook.
• Support automated marketing initiatives through Marketing on Demand (MOD).
• Coordinate logistics, planning, and execution of client appreciation events, workshops, seminars, and other firm events.
• Create, organize, and update marketing materials, client communications, and prospecting resources.
• Assist with client gifting campaigns and relationship-building initiatives.
• Support marketing projects and campaigns assigned.

Conoscenze

Highly organized

Client-first mindset

Interpersonal communication

Multi-tasking

Phone etiquette

MS Office Suite

Tech platform navigation

Graphic design tools

Event planning / coordination

Independent yet collaborative

Light lifting up to 40 lbs

Background check readiness

Strumenti

Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)

Canva

Photoshop

Descrizione del lavoro

We are seeking a dynamic and energetic individual to join our team! This role is perfect for someone who loves providing exceptional client service and is highly organized. The Client Concierge / Marketing Assistant serves as the first point of contact for clients and visitors and is responsible for overseeing the day-to-day operations of the front office. This individual manages advisor calendars, coordinates client meetings, ensures exceptional in-office (and virtual) client experience, and provides administrative support to both the advisory and marketing teams. The ideal candidate is organized, proactive, service-oriented, and thrives in a fast-paced professional environment. Your positive attitude, multitasking skills, and attention to detail will be essential in creating a seamless experience across the firm.

Front Office & Client Experience Responsibilities

• Serve as the primary point of contact for clients, prospects, visitors, vendors, and incoming communications.
• Manage multiple advisors' calendars and coordinate all client meetings, reviews, and appointments.
• Schedule meetings and maintain efficient calendar management across the advisory team.
• Coordinate conference room scheduling and ensure meeting spaces are fully prepared for client appointments.
• Prepare meeting materials, client packets, refreshments, and other meeting-related needs as required.
• Greet and welcome clients, ensuring a professional and positive client experience.
• Answer incoming calls and emails and route requests to the appropriate team member.
• Monitor and maintain a clean, professional, and organized office environment.
• Follow office opening and closing procedures while maintaining a high level of security and professionalism.
• Collect, process, and distribute incoming and outgoing mail and deliveries.
• Coordinate office supply inventories and maintain relationships with office vendors.

Administrative Support Responsibilities

• Maintain accurate client information within CRM and internal systems.
• Assist advisors with scheduling, administrative tasks, and special projects.
• Support client onboarding and assist with gathering and organizing required documentation.
• Track client milestones, appreciation opportunities, and gifting initiatives.
• Assist with workflow coordination and follow-up items to support advisor efficiency.
• Work collaboratively with front office, client service, and advisory team members to ensure seamless operations.

Marketing Support Responsibilities

• Provide administrative support to the marketing department and assist with ongoing initiatives.
• Assist with management of company social media accounts, including LinkedIn and Facebook.
• Support automated marketing initiatives through Marketing on Demand (MOD).
• Coordinate logistics, planning, and execution of client appreciation events, workshops, seminars, and other firm events.
• Create, organize, and update marketing materials, client communications, and prospecting resources.
• Assist with client gifting campaigns and relationship-building initiatives.
• Support marketing projects and campaigns assigned.

Skills & Qualifications

• Highly organized with exceptional attention to detail.
• Strong interpersonal and communication skills with a client-first mindset; ability to communicate professionally and positively with clients
• Professional, positive, and dependable.
• Ability to manage multiple priorities and deadlines simultaneously; strong time-management skill
• Experience with multi-line phone systems and phone etiquette to handle calls professionally
• Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
• Ability to quickly learn and navigate multiple technology platforms and applications.
• Experience with Canva, Photoshop, or similar graphic design tools preferred.
• Event planning or project coordination experience preferred.
• Ability to work independently while collaborating effectively within a team environment.
• Ability to lift and move office or event supplies up to 40 pounds.
• Must successfully pass a background check; ability to understand and follow FINRA and company compliance guidelines.

Success in This Role Looks Like

• Advisor calendars are organized and efficiently managed.
• Client meetings are consistently prepared and executed without issue.
• Clients receive prompt, professional, and friendly service.
• Conference rooms and office spaces are maintained and presentation-ready.
• Marketing initiatives and client events are well coordinated and professionally executed.
• The front office operates smoothly with minimal direction and strong attention to detail.
• Health insurance
• Paid time off
• Bonus Compensation Structure

Job Type: Full-Time (In-Person)

Work Remotely: No

Location: Westlake Village, CA

Starting Wage: $26-28/hour, highly dependent upon experience (open to initial discussion if experience warrants).

Number of Positions: 1

Contact: James Holland at [phone] or [e-mail]