Client Experience Coordinator – Financial Services

Advisor Talent Solutions; Franklin (MI); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Health & Dental

PTO

401k and Roth 401k with company match

Job summary

Wealth Trac Financial is seeking a Front Desk Administrator in Franklin, MI to deliver welcoming, client-focused service. The role involves handling calls, calendar and database tasks, and creating a seamless office experience for clients.

The ideal candidate has at least 1 year of administrative experience, a strong eye for detail, and proficiency with Microsoft Office. This on-site position offers health and dental benefits, PTO, and a 401k plan with company matching.

Qualifications

• 1 year of administrative office experience in a fast-paced environment.
• Attention to detail and accuracy.
• Positive and professional attitude.

Responsibilities

• Answer phones and greet clients in a friendly, warm manner.
• Record notes from every client conversation in the database.
• Enter and maintain databases of clients and prospects.
• Maintain an organized, compliant and efficient electronic filing system.
• Pull appropriate client and prospect files every morning for scheduled visits.
• Prepare conference rooms for client and prospect visits.
• Manage advisor’s calendar regarding visits scheduling and rescheduling.
• Maintain the office environment in an immaculate and organized condition.
• Maintain job-related/industry specific compliance files.
• Assist in coordination and scheduling of marketing calendar.
• Develop and mail letters to clients for various purposes upon request.

Skills

Customer service

Organizational skills

Communication

Time management

Reliability

Education

Bachelor's degree

Tools

Microsoft Office Suite

CRM systems

Job description

Wealth Trac Financial is seeking a Front Desk Administrator in Franklin, MI to deliver welcoming, client-focused service. The role involves handling calls, calendar and database tasks, and creating a seamless office experience for clients.

The ideal candidate has at least 1 year of administrative experience, a strong eye for detail, and proficiency with Microsoft Office. This on-site position offers health and dental benefits, PTO, and a 401k plan with company matching.