Client Experience Coordinator - Part-Time Front Desk

Frankfort Chamber; Frankfort (IL); On-site; USD 25,000 - 39,000; Part time

Job summary

PrairieView Wealth & Tax Advisors is seeking a part-time Client Experience Coordinator in Frankfort, IL. You will be the friendly face to clients, manage the main phone line, and ensure the office is ready for meetings both in person and virtually.

As you learn our clients and systems, the role will expand into client service, account paperwork, and firm operations, with growth opportunities as the firm expands. This is a part-time position with room to grow.

Qualifications

• Two or more years in reception, hospitality, administrative, or client service work.
• Strong writing and organization with follow-through.
• Comfort with Microsoft 365 and willingness to learn new tools quickly.
• Discretion with confidential information.
• Curiosity and willingness to grow with the business.
• Hospitality background works just as well.

Responsibilities

• Own the front of house: welcome clients and guests, manage the main phone line, and keep our space warm and meeting-ready.
• Run our client touch program, including notes, milestones, gifts, and follow-up.
• Coordinate advisor calendars and prepare everything a client meeting needs, in person and virtual.
• Support client service and operations work, growing over time into account paperwork, account opening, service requests, and document workflows.
• Plan and coordinate firm events, support internal communications, and keep our internal resources current.
• Support the team with onboarding, travel, mail, supplies, and day to day office needs.

Skills

Reception

Hospitality

Administrative

Client service

Microsoft 365

Tools

Microsoft 365

Job description

PrairieView Wealth & Tax Advisors is seeking a part-time Client Experience Coordinator in Frankfort, IL. You will be the friendly face to clients, manage the main phone line, and ensure the office is ready for meetings both in person and virtually.

As you learn our clients and systems, the role will expand into client service, account paperwork, and firm operations, with growth opportunities as the firm expands. This is a part-time position with room to grow.