Client Experience Lead — Front Office (Wealth Management)

Summit Wealth Group; Nashville (TN); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

401k

Holiday/PTO/Sick Time

Continuing Education support

Dental insurance

Vision insurance

Group Life insurance

Group LTD

Short-term DI

Hospital Indemnity

Possible travel / events participation

Job summary

Summit Wealth Group is seeking a Client Experience Coordinator to be the welcoming face of the firm and to help keep daily operations running smoothly. You will interact with clients and guests, support advisors, and ensure a professional environment aligned with the firm’s values.

This role blends hospitality, client service, and office coordination in a dynamic setting, offering opportunities to grow in client service, financial operations, and compliance support while contributing to the

Qualifications

• High school diploma or equivalent required; associate or bachelor’s degree preferred.
• Minimum 2–3 years of experience in administration, reception, or client service.
• Experience in event coordination and/or financial services is a plus.
• Excellent verbal and written communication skills.
• Strong organizational and multitasking abilities.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Professional demeanor with a client-first mindset.
• Ability to handle confidential information with discretion.
• Positive, adaptable, and team-oriented approach.

Responsibilities

• Greet and assist clients, guests, and team members with professionalism and warmth.
• Serve as the first point of contact — in person, on the phone, or via email.
• Create a welcoming, professional environment reflecting firm values.
• Anticipate client and advisor needs, providing proactive support.
• Manage calendars, schedule meetings, and coordinate logistics for advisors.
• Maintain office operations, including mail, supplies, vendors, and facility coordination.
• Process client account checks with accuracy and regulatory compliance.
• Support compliance processes through document management and recordkeeping.
• Organize client events, appreciation activities, and team-building experiences.
• Coordinate logistics for meetings, conferences, and community involvement.
• Assist onboarding of new employees with workstation setup and orientation.
• Contribute to a positive office culture and provide cross-departmental support.
• Route requests and escalate issues as appropriate.
• Support special projects and additional administrative duties as assigned.

Skills

Greet and assist clients

Communication skills

Organization & multitasking

Professional demeanor

Discretion with confidential info

Client-first mindset

Microsoft Office Suite

Education

High school diploma or equivalent

Associate or bachelor’s degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

Summit Wealth Group is seeking a Client Experience Coordinator to be the welcoming face of the firm and to help keep daily operations running smoothly. You will interact with clients and guests, support advisors, and ensure a professional environment aligned with the firm’s values.

This role blends hospitality, client service, and office coordination in a dynamic setting, offering opportunities to grow in client service, financial operations, and compliance support while contributing to the