Client Experience Coordinator — Retirement Planning (On-Site)

Advisors Excel, LLC; Anderson (SC); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

401(k) with match after 90 days

Job summary

Advisors Excel, LLC in Anderson, SC is seeking a Client Experience Coordinator to provide exceptional client service. This on-site role supports Advisors by preparing account paperwork, scheduling, and attending client appointments to ensure smooth retirement planning conversations.

The ideal candidate will excel in client communication, organize tasks efficiently, and maintain high attention to detail while safeguarding confidential financial information.

Qualifications

• Proven ability to build trust-based relationships with clients.
• Strong organizational skills with the ability to manage multiple tasks.

Responsibilities

• Answer and handle client calls with a confident, friendly demeanor.
• Assist Advisors and clients to prepare account paperwork for signing appointments.
• Attend client appointments as needed to support the Advisor.

Skills

Client relationships

Organizational skills

Self-starter

Attention to detail

Integrity

Education

High School Diploma

Tools

Microsoft Word

Microsoft Excel

Redtail CRM

Job description

Advisors Excel, LLC in Anderson, SC is seeking a Client Experience Coordinator to provide exceptional client service. This on-site role supports Advisors by preparing account paperwork, scheduling, and attending client appointments to ensure smooth retirement planning conversations.

The ideal candidate will excel in client communication, organize tasks efficiently, and maintain high attention to detail while safeguarding confidential financial information.