Client Experience Coordinator - Jacksonville, FL

Advisor Talent Solutions; Jacksonville (FL); On-site; USD 50,000 - 55,000; Full time

Benefits offered by this job

Health

Dental

401(k)

PTO

Job summary

NuVenture Financial Group in Jacksonville, FL is seeking a dedicated Client Experience Coordinator to be the main contact for clients and to serve as a liaison between clients, advisors, and internal teams. You will welcome new clients, coordinate meetings, and ensure a smooth onboarding from paperwork through account setup.

In a fast-paced, collaborative environment you will maintain accurate CRM records, monitor service items, support client communications and events, and help drive continuous

Qualifications

• High School Diploma; associate or bachelor’s degree preferred.
• 1+ years’ experience in client service, administrative support, financial industry or hospitality.
• Proficient with MS Office, Google Workspace, and CRM systems.
• Excellent written and verbal communication.
• Strong relationship-building and organizational skills.
• Collaborative team player with ability to prioritize multiple requests.

Responsibilities

• Serve as the primary contact for client inquiries via phone, email, and in person.
• Coordinate all aspects of client meetings including scheduling and materials.
• Support onboarding of new clients from paperwork to account setup.
• Maintain accurate client records in CRM and other platforms.
• Collaborate with advisors and internal teams to deliver high-quality service.
• Monitor outstanding service items and follow up.
• Assist with client communications such as reminders and updates.
• Support reporting and tracking of client service metrics.
• Provide administrative and operational support to the team.

Skills

CRM systems

Microsoft Office Suite

Google Workspace

Communication skills

Organizational skills

Education

High School Diploma, Associate or Bachelor's degree preferred

Job description

Overview:

Are you passionate about delivering exceptional client service and making a meaningful impact on people’s financial journeys?

Position: Client Experience Coordinator
Firm: NuVenture Financial Group
Location: Jacksonville, FL
Are you passionate about delivering exceptional client service and making a meaningful impact on people’s financial journeys? NuVenture Financial Group located in Jacksonville, FL is seeking a dedicated and personable Client Experience Coordinator to join our growing team. In this pivotal role, you will act as the main point of contact for our valued clients and serve as a key liaison between clients, advisors, and internal teams.
If you thrive in a collaborative and fast-paced environment, have a keen eye for detail, and are motivated by building strong relationships, we invite you to apply and help us continue delivering outstanding results for those we serve.

What you’ll do:

• Serve as the primary point of contact for client inquiries via phone, email, and in-person, delivering a warm, responsive, and professional experience


• Coordinate all aspects of client meetings, including scheduling, preparing materials, and follow-up communication


• Support new client onboarding activities, ensuring a seamless, welcoming experience from paperwork through account setup


• Maintain accurate, up-to-date client records in CRM systems and other platforms, documenting all interactions in compliance with firm and industry standards


• Collaborate with advisors and internal teams to deliver efficient, high-quality client service across the full client lifecycle


• Monitor and proactively follow up on outstanding service items


• Assist with client communication strategies, such as appointment reminders, service updates, and outreach


• Contribute to client appreciation efforts, events, and initiatives to strengthen client relationships


• Proactively identify and recommend improvements to processes, workflows, and service efficiencies


• Support reporting and tracking of key client service metrics and team performance indicators


• Provide administrative and operational support to the team, including participation in special projects and firm initiatives

What We’re Looking For:

• High School Diploma, Associate or Bachelor’s degree preferred


• 1+ years’ experience in client service, administrative support, financial industry or hospitality required


• Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite, Google Workspace, Customer Relationship Management (CRM) systems


• Excellent communication; written and verbal


• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance


• Collaborative team player willing to assist others


• Demonstrates exceptional organizational skills by efficiently managing multiple requests and prioritizing time sensitive tasks


• Exhibits meticulous attention to detail and a commitment to accuracy


• Self-starter who takes initiative and works well independently


• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

What You’ll Get:

Pay & Perks:

• $50k-$55k/year based on experience


• Health


• Dental


• 401(k)


• PTO

Schedule:

• In office: Monday 9am-5pm, Tuesday-Thursday 8:30am-6pm, Friday 9am-3pm


• Occasional evenings required for client events

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at advisortalentsolutions.com