Client Experience & Front Office Coordinator - Acushnet, MA

Advisor Talent Solutions; Acushnet (MA); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Health insurance

401(k) with up to 4% match

PTO

Job summary

Confidential in Acushnet, MA is seeking a Client Experience & Front Office Coordinator to be the first point of contact for clients and visitors, manage front office operations, and own the event lifecycle from planning to post-event follow-up.

The role emphasizes exceptional client service, calendar coordination, and close collaboration with advisors. In-office presence is required, with occasional evening events and marketing support included.

Qualifications

• 1+ year of experience in a professional office environment.
• Warm and professional phone presence.
• Strong proficiency across platforms and operating systems.
• Ability to build trust-based client relationships with attentive service.
• Strong written and verbal communication skills.
• Collaborative team player.
• Excellent organizational skills and multi-tasking ability.
• Meticulous attention to detail.
• Self-starter who works well independently.

Responsibilities

• Serve as the first point of contact for clients, prospects, and visitors, creating a welcoming and professional experience.
• Answer incoming calls, direct inquiries, and accurately document conversations in Wealthbox.
• Maintain a clean, organized lobby and conference rooms, including preparing refreshments.
• Deliver world-class service through attentive, professional, and timely communication.
• Coordinate appointment confirmations, client meeting reminders, and general scheduling support.
• Prepare for client meetings and ensure a seamless client experience.
• Maintain accurate, organized electronic filing systems and office records.
• Enter new prospects into Wealthbox and maintain client/prospect information.
• Update Wealthbox with client interactions and follow-up activities.
• Support advisors and team with day-to-day administrative tasks.
• Identify opportunities to improve office organization and workflows.
• Assist with client events, workshops, seminars, and webinars.
• Prepare marketing materials and event-related correspondence.
• Coordinate event registrations and CRM entry for prospects.
• Attend occasional evening events to support the team.

Skills

Office experience

CRM familiarity

Client service

Communication

Team collaboration

Organizational skills

Attention to detail

Independent worker

Tools

Wealthbox CRM

Job description

Position:Client Experience & Front Office Coordinator - Acushnet, MA

Location: Acushnet, MA

Remote Status: On-Site

Job Id:4073

# of Openings:1

Position: Client Experience & Front Office Coordinator

Firm: Confidential

Overview:

Our firm provides comprehensive wealth management and financial advisory services designed to help individuals, families, and businesses build, preserve, and protect their financial futures. We take a personalized approach to financial planning, combining thoughtful guidance with exceptional client service to help clients pursue their long-term goals with confidence.

As our firm continues to grow, we are seeking a Client Experience & Front Office Coordinator to join our team! As the first point of contact for clients and visitors, this individual plays a vital role in creating a welcoming, professional, and memorable experience that reflects the high standards of our firm. In addition to managing front office operations, this role serves as the primary owner of all firm events, leading every aspect of the event lifecycle, including planning, coordination, execution, and post-event follow-up. The ideal candidate is highly organized, service-oriented, and passionate about delivering exceptional experiences that strengthen client relationships and enhance the firm's brand.

What You’ll Do:

Client Experience & Front Office:

• Serve as the first point of contact for clients, prospects, and visitors, creating a welcoming and professional experience
• Answer incoming calls, direct inquiries, and accurately document relevant conversations in our CRM (Wealthbox)
• Maintain a clean, organized, and client-ready lobby and conference rooms, including preparing refreshments
• Deliver world-class service through attentive, professional, and timely communication
• Coordinate appointment confirmations, client meeting reminders, and general scheduling support
• Work closely with the team to prepare for client meetings and ensure a seamless client experience
• Anticipate client and team needs while maintaining a positive, professional demeanor during busy periods
• Maintain accurate, organized, and compliant electronic filing systems
• Scan, upload, and organize client documents and office records
• Prepare outgoing correspondence and sort and distribute incoming mail
• Enter new prospects into the CRM (Wealthbox) and maintain accurate client and prospect information
• Update Wealthbox with client interactions, meeting notes, and follow-up activities
• Support advisors and team members with day-to-day administrative responsibilities
• Identify opportunities to improve office organization, efficiency, and workflows

Marketing & Event Support:

• Assist with the preparation and execution of client events, educational workshops, seminars, and webinars
• Prepare marketing materials, presentation packets, and event-related correspondence
• Coordinate event registrations and ensure prospect information is accurately entered into the CRM (Wealthbox)
• Assist with pre-event preparation, event logistics, and post-event follow-up.
• Attend occasional evening events and workshops to support the team and provide an exceptional attendee experience
• Assist advisors with scheduling appointments and following up on marketing-generated leads
• Support social media efforts, including preparing and publishing approved content on LinkedIn and Facebook
• Assist with additional marketing projects and initiatives that contribute to the firm's growth

What We’re Looking For:

• 1+ year of experience working in a professional office environment
• Exhibit a warm and professional phone presence
• Demonstrates strong proficiency and confidence working across various platforms and operating systems
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Strong written and verbal communication skills
• Collaborative team player willing to assist others
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Exhibits meticulous attention to detail and a commitment to accuracy
• Self-starter who takes initiative and works well independently

What You’ll Get:

• $55k - $65k/year based on experience
• Health insurance
• 401(k) with up to 4% match
• PTO

Schedule:

• In office: Monday – Friday
• Some evenings required for client workshops and events