Client Experience Coordinator

Grahamjobs; Winston-Salem (NC); On-site; USD 45,000 - 52,000; Full time

Job summary

Grahamjobs is seeking a polished Client Experience Coordinator in Winston-Salem, NC. You will be the primary contact for clients and visitors, supporting daily administrative and office operations with a strong emphasis on service and organization.

The role requires excellent communication, multi-tasking, and proficiency with Microsoft Office, CRM systems, and scheduling tools. This is a full-time, on-site position with regular hours.

Qualifications

• Associate degree or equivalent experience preferred.
• Experience in administrative support, client service, hospitality, financial services, or office management preferred.
• Strong customer service and interpersonal skills.
• Excellent verbal and written communication.
• High attention to detail and organizational skills.
• Ability to manage multiple priorities and deadlines.
• Proficiency with Microsoft Office, CRM systems, and scheduling software.
• Experience with document management platforms preferred.
• Ability to maintain confidentiality and professionalism.
• Strong initiative, judgment, and problem-solving skills.

Responsibilities

• Welcome clients and visitors and maintain a professional office environment.
• Answer and route incoming calls and assist with client requests.
• Coordinate client communications, appointment confirmations, virtual meeting links, and follow-ups.
• Manage calendars and coordinate scheduling across team members.
• Schedule and prepare client meetings and annual reviews.
• Prepare meeting materials and coordinate required client documentation.
• Follow up with clients regarding outstanding forms and information.
• Maintain accurate client records and workflows within CRM systems.
• Organize and archive confidential documents.
• Manage electronic document workflows and e-signature processes.
• Order and replenish office supplies and materials.
• Coordinate vendors, equipment maintenance, repairs, and building-related needs.
• Manage mail, packages, postage, and office logistics.
• Coordinate meals, events, and meeting logistics.
• Provide administrative and operational support to team members.
• Assist with special projects and other duties as assigned.

Skills

Customer service

Interpersonal skills

Verbal communication

Written communication

Organization

Time management

Microsoft Office

CRM systems

Scheduling software

Document management

Confidentiality

Problem solving

Education

Associate degree or equivalent experience

Tools

DocuSign

Job description

Client Experience CoordinatorLocation:Winston-Salem, NC Schedule:Full-Time | Office-BasedSalary:$45,000–$52,000 annuallySchedule: 8AM-4:30PM Monday-Thursday, 8-2PM Friday Looking for a polished, organized, and service-oriented Client Experience Coordinator to serve as a primary point of contact for clients, visitors, and callers while supporting daily administrative and office operations.

Responsibilities

• Welcome clients and visitors and maintain a professional office environment
• Answer and route incoming calls and assist with client requests
• Coordinate client communications, appointment confirmations, virtual meeting links, and follow-ups
• Manage calendars and coordinate scheduling across team members
• Schedule and prepare client meetings and annual reviews
• Prepare meeting materials and coordinate required client documentation
• Follow up with clients regarding outstanding forms and information
• Maintain accurate client records and workflows within CRM systems
• Organize and archive confidential documents
• Manage electronic document workflows and e-signature processes
• Order and replenish office supplies and materials
• Coordinate vendors, equipment maintenance, repairs, and building-related needs
• Manage mail, packages, postage, and office logistics
• Coordinate meals, events, and meeting logistics
• Provide administrative and operational support to team members
• Assist with special projects and other duties as assigned

Qualifications

• Associate degree or equivalent experience preferred
• Experience in administrative support, client service, hospitality, financial services, or office management preferred
• Strong customer service and interpersonal skills
• Excellent verbal and written communication
• High attention to detail and organizational skills
• Ability to manage multiple priorities and deadlines
• Proficiency with Microsoft Office, CRM systems, and scheduling software
• Experience with document management platforms preferred
• Ability to maintain confidentiality and professionalism
• Strong initiative, judgment, and problem-solving skills

Knowledge, Skills & Abilities

• Client Service: Professional, personable, and service-focused approach
• Organization: Strong attention to detail and ability to manage multiple priorities
• Communication: Clear and professional verbal and written communication
• Technology: Comfortable using Microsoft Office, CRM, DocuSign, and scheduling systems
• Professionalism: Reliable, adaptable, discreet, and able to exercise sound judgment

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