Client Experience Coordinator (Front Office)

Summit Wealth Group; Nashville (TN); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

401k

Holiday/PTO/Sick Time

Continuing Education support

Dental insurance

Vision insurance

Group Life insurance

Group LTD

Short-term DI

Hospital Indemnity

Possible travel / events participation

Job summary

Summit Wealth Group is seeking a Client Experience Coordinator to be the welcoming face of the firm and to help keep daily operations running smoothly. You will interact with clients and guests, support advisors, and ensure a professional environment aligned with the firm’s values.

This role blends hospitality, client service, and office coordination in a dynamic setting, offering opportunities to grow in client service, financial operations, and compliance support while contributing to the

Qualifications

• High school diploma or equivalent required; associate or bachelor’s degree preferred.
• Minimum 2–3 years of experience in administration, reception, or client service.
• Experience in event coordination and/or financial services is a plus.
• Excellent verbal and written communication skills.
• Strong organizational and multitasking abilities.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Professional demeanor with a client-first mindset.
• Ability to handle confidential information with discretion.
• Positive, adaptable, and team-oriented approach.

Responsibilities

• Greet and assist clients, guests, and team members with professionalism and warmth.
• Serve as the first point of contact — in person, on the phone, or via email.
• Create a welcoming, professional environment reflecting firm values.
• Anticipate client and advisor needs, providing proactive support.
• Manage calendars, schedule meetings, and coordinate logistics for advisors.
• Maintain office operations, including mail, supplies, vendors, and facility coordination.
• Process client account checks with accuracy and regulatory compliance.
• Support compliance processes through document management and recordkeeping.
• Organize client events, appreciation activities, and team-building experiences.
• Coordinate logistics for meetings, conferences, and community involvement.
• Assist onboarding of new employees with workstation setup and orientation.
• Contribute to a positive office culture and provide cross-departmental support.
• Route requests and escalate issues as appropriate.
• Support special projects and additional administrative duties as assigned.

Skills

Greet and assist clients

Communication skills

Organization & multitasking

Professional demeanor

Discretion with confidential info

Client-first mindset

Microsoft Office Suite

Education

High school diploma or equivalent

Associate or bachelor’s degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

About the Firm

Summit Wealth Group is a nationally recognized leader in personalized financial planning and investment management, honored by Forbes as a “Best-in-State” firm. Behind our client’s experience is a culture built on respect, alignment, and strategic growth—where employees are empowered to make meaningful contributions to the firm’s long-term success.

Summary

As the Client Experience Coordinator, you’ll be the welcoming face of our firm and the steady hand that keeps daily operations running smoothly. From the moment clients or guests walk through the door, your professionalism, warmth, and attention to detail will shape their experience. This role combines hospitality, client service, and team support in a fast-paced, professional environment where accuracy and care truly matter.

This is a position for someone who enjoys variety, thrives on organization, and takes pride in helping people feel valued and supported. You will have opportunities to develop your skills in client service, financial operations, and compliance support while making a meaningful impact on our team’s success.

Client & Office Experience

• Greet and assist clients, guests, and team members with professionalism and warmth.
• Serve as the first point of contact — in person, on the phone, or via email — ensuring inquiries are handled promptly and accurately.
• Create a welcoming, professional environment that reflects the firm’s values.
• Anticipate client and advisor needs, providing proactive support beyond reception duties.

Administrative & Compliance Support

• Manage calendars, schedule meetings, and coordinate logistics for advisors.
• Maintain office operations, including mail, supplies, vendors, and facility coordination.
• Process client account checks with accuracy, ensuring compliance with FINRA/SEC requirements.
• Support compliance processes through document management and timely, accurate recordkeeping.

Event & Culture Coordination

• Help organize client events, appreciation activities, and team-building experiences.
• Coordinate logistics for meetings, conferences, and community involvement.
• Support onboarding of new employees by preparing workstations and orientation materials.
• Contribute to a positive, collaborative office culture through proactive engagement.
• Provide administrative assistance across departments as needed.
• Address and route client or team requests, escalating issues when appropriate.
• Support special projects or additional administrative duties as assigned.
• Ensure all activities comply with company policies and procedures.

Qualifications

Education & Experience

• High school diploma or equivalent required; associate or bachelor’s degree preferred.
• Minimum 2–3 years of experience in administration, reception, or client service.
• Experience in event coordination and/or financial services is a plus.
• Excellent verbal and written communication skills.
• Strong organizational and multitasking abilities.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Professional demeanor with a client-first mindset.
• Ability to handle confidential information with discretion.
• Positive, adaptable, and team-oriented approach.

Personal Attributes

• Integrity and dependability.
• Friendly, approachable, and professional presence.
• Growth mindset with a willingness to learn.

Working Conditions

• Schedule:Full-time, Monday–Thursday 8:00 a.m.–5:00 p.m., Friday 8:00 a.m.–3:00 p.m.
• Flexibility:Occasional evening work for events; limited travel for training, meetings, or client visits (including overnight stays as needed).
• Travel:Occasional travel for company meetings, training, or client visits. Must be able to travel independently, including the possibility of an overnight stay from time to time.
• Environment:Office-based role with regular interaction with clients and staff.
• Physical Demands:Ability to sit, stand, walk, lift 10 lbs., and use standard office equipment.

Benefits – Eligibility and a waiting period may apply

Medical-related

• ICHRA – Employer Allowance (Individual Healthcare Reimbursement Arrangement Plan Allowance) to purchase individual medical coverage based on geographic location, age, and household size
• 50% Employer Paid for Employee Only Dental premiums
• Employer-paid Group Life
• Employer-paid Group LTD
• Vision
• Short-term DI
• Cancer
• Hospital Indemnity

Other Benefits

• 401k
• 401K Safe Harbor Match
• Holiday/PTO/VTO/Sick Time
• Continuing Education, Licensure, Designation Assistance