Client Experience & Office Operations Lead

Merritt Financial; Cartersville (GA); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

401(k) with employer match

Discretionary bonus potential

Additional benefits discussed during hiring

Job summary

A financial services firm in Cartersville, Georgia, is seeking an Office Manager & Client Experience Coordinator to ensure smooth daily operations and an exceptional client experience. The role involves managing office logistics, scheduling, and providing administrative support to the Lead Advisor. The ideal candidate will have strong organizational skills, excellent communication, and prior experience in a client-service setting. Benefits include a competitive salary, discretionary bonuses, and a supportive work environment.

Qualifications

• Ability to manage multiple priorities effectively.
• Comfortable with office technology and scheduling tools.
• Prior experience in office administration or client service preferred.

Responsibilities

• Greet clients and maintain a welcoming office environment.
• Manage the firm’s calendar and schedule client appointments.
• Oversee office supplies, mail, and vendor coordination.
• Support client appreciation events and in-office hospitality.
• Provide execution support to the Lead Advisor and handle tasks.
• Manage social media posting and compliance with guidelines.

Skills

Strong organizational skills

Excellent written and verbal communication

Client-service mindset

Proactive and dependable

Job description

A financial services firm in Cartersville, Georgia, is seeking an Office Manager & Client Experience Coordinator to ensure smooth daily operations and an exceptional client experience. The role involves managing office logistics, scheduling, and providing administrative support to the Lead Advisor. The ideal candidate will have strong organizational skills, excellent communication, and prior experience in a client-service setting. Benefits include a competitive salary, discretionary bonuses, and a supportive work environment.