Client Experience Coordinator – Wealth Management

Credent Wealth Management; Auburn (IN); On-site; USD 38,000 - 52,000; Full time

Job summary

Credent Wealth Management is seeking a Client Care Coordinator to support Wealth Advisors and deliver a high-quality client experience. The role involves greeting clients, handling calls, and scheduling meetings with a focus on documentation in our CRM and event coordination.

The position requires a proactive, detail-oriented individual with strong communication skills and at least 1 year in a client-facing or administrative role, working 8-5 Monday–Friday with occasional evening events.

Qualifications

• 1+ year in client-facing or administrative role.
• Strong verbal and written communication.
• Ability to coordinate and plan local events.
• Detail-oriented and highly organized.

Responsibilities

• Answer, screen, and route incoming phone calls from clients, prospects, vendors, and others as appropriate.
• Greet all in-person visitors, notify team members, and converse with visitors during any wait.
• Coordinate team member calendars with client meetings, client/prospect events, out-of-office travel availability, and meeting room availabilities.
• Coordinate and schedule 100% of client Goal Reviews and Risk Audits.
• Research, schedule, coordinate, and finalize all details including preparing materials for client and prospective client events.
• File and submit confidential documents and compliance forms per custodial entity request, or client account completion.
• Update client and prospect information in CRM, distribute email communications, and mail paper notices to clients as requested.
• Keep office clean, supplies stocked, and manage office mail.
• Work with all other team members in a way that is conducive with the mission, values, and beliefs of the company to provide customer service beyond expectations.

Skills

Customer service

Verbal communication

Written communication

Detail oriented

Event coordination

CRM software

Microsoft Office

Education

High School Diploma

Associate or Bachelor's degree in business administration

Tools

CRM software

Microsoft Office

Job description

Credent Wealth Management is seeking a Client Care Coordinator to support Wealth Advisors and deliver a high-quality client experience. The role involves greeting clients, handling calls, and scheduling meetings with a focus on documentation in our CRM and event coordination.

The position requires a proactive, detail-oriented individual with strong communication skills and at least 1 year in a client-facing or administrative role, working 8-5 Monday–Friday with occasional evening events.