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

Dental insurance

401(k) with up to 4% match

PTO

Job summary

Confidential in Acushnet, MA is seeking a Client Experience & Front Office Coordinator to deliver welcoming, professional service. You will manage front desk duties, CRM entries in Wealthbox, and day-to-day administrative tasks to ensure a seamless client experience.

The role involves scheduling, event support, and collaboration with advisors, with occasional evening workshops; salary ranges $55k-$65k plus health, dental, 401(k), and PTO.

Qualifications

• 1+ year of experience in a professional office environment.
• Warm and professional phone presence.
• Proficient across various platforms and operating systems.
• Strong written and verbal communication skills.
• Meticulous organizational skills and attention to detail.
• Self-starter who works well independently.

Responsibilities

• Serve as the first point of contact for clients and visitors, ensuring a welcoming experience.
• Document conversations in Wealthbox and manage CRM entries.
• Maintain a clean, organized lobby and meeting spaces.
• Coordinate appointments, confirmations and reminders.
• Enter prospects and manage client data in Wealthbox.
• Support advisors with day-to-day administrative tasks.
• Assist with client events, workshops and webinars.
• Prepare marketing materials and event-related correspondence.
• Support social media efforts and post-event follow-up.

Skills

Phone presence

Communication

Organization

Independence

Team player

Tools

Wealthbox CRM

Job description

Position: Client Experience & Front Office Coordinator

Firm: Confidential

Location: Acushnet, MA

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.

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

Pay & Perks

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

Schedule

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