Client Experience Coordinator - Part-Time

Capital City Financial Partners; Columbia (SC); On-site; USD 25,000 - 30,000; Part time

Job summary

Capital City Financial Partners in Columbia, SC, is seeking a Client Relationship Coordinator to provide an exemplary client experience from first impression through the professional relationship. This part-time role focuses on exceptional service and proactive client care.

This position involves greeting clients, managing calls, scheduling, front-office oversight, events, and day-to-day operations, working with advisors to elevate service.

Qualifications

• Bachelor’s degree preferred
• Sales or service industry experience considered
• Scheduling experience preferred
• Basic financial industry knowledge preferred
• Excellent written and verbal communication skills

Responsibilities

• Own the first impression for every client, prospect, and visitor by creating a warm, welcoming, and professional experience.
• Build and maintain strong client relationships through intentional communication, personalized service, and proactive follow-up.
• Answer and direct incoming calls, resolve routine inquiries, and advocate for client needs.
• Manage the reception and front office environment to ensure it is organized, polished, and reflective of the firm’s service standards.
• Schedule and coordinate appointments, maintain calendars, and prepare conference rooms with all necessary materials and refreshments.
• Manage incoming mail, packages, and documents, ensuring timely and accurate scanning & distributions.
• Support client events, recognition initiatives, and meaningful milestones such as birthdays, anniversaries, and life events.
• Assist clients with routine paperwork and administrative requests while supporting day-to-day office operations, supplies, and projects.
• Partner with advisors and the Client Service Team to anticipate client needs, identify opportunities for improvement, and continuously elevate the overall client experience.

Skills

Customer service

Relationship building

Time management

Communication

Team player

Education

Bachelor’s degree (Business, Hospitality, or related major) preferred

Tools

MS Office Suite

Redtail CRM

Job description

Capital City Financial Partners in Columbia, SC, is seeking a Client Relationship Coordinator to provide an exemplary client experience from first impression through the professional relationship. This part-time role focuses on exceptional service and proactive client care.

This position involves greeting clients, managing calls, scheduling, front-office oversight, events, and day-to-day operations, working with advisors to elevate service.