Client Experience & Events Coordinator

Merkle Retirement Planning; Grimes (IA); On-site; USD 40,000 - 60,000; Full time

Job summary

A financial services company located in Grimes, Iowa, is seeking a Client Experience Specialist to deliver exceptional service to every client and guest. Responsibilities include managing client communications, providing hospitality, and ensuring smooth workflow through effective scheduling and documentation. The ideal candidate will possess strong communication skills, a service-oriented mindset, and the ability to multitask. This role is crucial for creating a welcoming atmosphere during in-office visits and events.

Qualifications

• Excellent communication skills in both verbal and written formats.
• Ability to manage multiple tasks while maintaining attention to detail.
• Service-oriented demeanor that creates a welcoming environment.

Responsibilities

• Schedule client calls and in-office visits accurately.
• Greet, seat, and assist office visitors with warmth and professionalism.
• Maintain accurate client records in CRM systems.

Skills

Excellent verbal and written communication

Strong attention to detail and organization

Warm, welcoming, service-oriented presence

Ability to multitask

Problem-solving mindset

Collaborative and team-focused approach

Tools

Microsoft Office

Salesforce

Job description

A financial services company located in Grimes, Iowa, is seeking a Client Experience Specialist to deliver exceptional service to every client and guest. Responsibilities include managing client communications, providing hospitality, and ensuring smooth workflow through effective scheduling and documentation. The ideal candidate will possess strong communication skills, a service-oriented mindset, and the ability to multitask. This role is crucial for creating a welcoming atmosphere during in-office visits and events.