Client Experience & Operations Coordinator

Chesapeake Financial Planners; United States; Remote; USD 52,000 - 76,000; Full time

Benefits offered by this job

Fully remote

Flexible hours

Professional development opportunities

Job summary

Chesapeake Financial Planners is seeking a friendly, highly organized Client Experience & Operations Associate to support partners and serve as the first contact for clients. This role blends administrative expertise with relationship-building to keep operations smooth and reflect our commitment to clarity and care.

Fully remote, aligned to Eastern Time with flexible hours. You will manage calendars, CRM data (Salesforce), and collaborate with marketing and advisory teams to deliver a seamless

Qualifications

• 3–5 years of professional experience in administrative, client service, or operations support roles.
• Experience in financial services is preferred; familiarity with CRMs and digital tools is highly valued.
• Strong written and verbal communication skills; ability to write clear, personable messages and connect with people.
• Naturally organized, detail-oriented, and proactive—you anticipate needs before they’re asked.
• Comfortable juggling multiple priorities in a remote environment while maintaining warmth and professionalism.
• Outgoing, friendly, and solution-oriented—you make others feel at ease while keeping things moving forward.

Responsibilities

• Serve as the firm’s first point of contact for clients and act as a chief experience officer to ensure clients feel seen and valued.
• Manage calendars, coordinate meetings, and prepare agendas and follow-ups for client and internal meetings.
• Handle incoming calls and emails with professionalism, warmth, and efficiency.
• Maintain and update the CRM (Salesforce) with accuracy and attention to detail.
• Assist with financial planning software/tools such as RightCapital, PreciseFP, and Jump AI for data gathering, meeting prep, and documentation.
• Collaborate with our AdviserCMO marketing suite to support event coordination, digital communication, and occasional content execution.
• Coordinate with custodians and client portals for onboarding, account setup, and document processing.
• Help document internal processes and contribute to greater efficiency across the firm.
• Provide administrative support to partners in daily operations.

Skills

Client service

Communication

Time management

Remote work

Relationship building

Tools

Salesforce

RightCapital

PreciseFP

Jump AI

AdviserCMO

Job description

At Chesapeake Financial Planners, we believe financial planning should feel clear, human, and genuinely helpful. We’re a tech-forward, fiduciary firm built on empathy, transparency, and accountability — and we’re growing a team that shares those values.

Whether you’re just starting your planning career or looking to lead your own book, you’ll find opportunity, mentorship, and real impact here. All positions are remote, aligned to Eastern Time, with flexibility, collaboration, and professional development built into everything we do.

Client Experience & Operations Associate

Fully Remote | Aligned to Eastern Time | Flexible Hours

About Chesapeake Financial Planners

At Chesapeake Financial Planners, we help successful professionals and business owners bring calm and clarity to their financial lives. Our firm is modern, tech-forward, and built on transparency, empathy, and accountability. We operate to a fiduciary standard and use data-driven strategies to turn complex financial situations into clear, confident decisions.

We’re a close-knit team that values collaboration, integrity, and great communication — both with each other and with our clients.

About the Role

We’re looking for a friendly, highly organized Client Experience & Operations Associate to support both firm partners and serve as the first point of contact for our clients. Think of this role as part administrative expert, part relationship builder, part operations whiz. You’ll help keep everything — and everyone — running smoothly, ensuring that every client interaction reflects our promise of clarity and care.

What You’ll Do

• Act as the firm’s “chief experience officer,” ensuring clients feel seen, supported, and valued
• Manage calendars, coordinate meetings, and prepare agendas and follow-ups for client and internal meetings
• Handle incoming calls and emails with professionalism, warmth, and efficiency
• Maintain and update our CRM (Salesforce) with accuracy and attention to detail
• Assist with financial planning software and tools such as RightCapital, PreciseFP, and Jump AI for data gathering, meeting prep, and documentation
• Collaborate with our marketing suite (AdviserCMO) to support event coordination, digital communication, and occasional content execution
• Coordinate with custodians and client portals to assist in onboarding, account setup, and document processing
• Help document internal processes and contribute to creating greater efficiency across the firm
• Provide administrative support to both partners as needed in daily operations

What We’re Looking For

• 3–5 years of professional experience in administrative, client service, or operations support roles
• Experience in financial services is preferred; familiarity with CRMs and digital tools is highly valued
• Strong written and verbal communication skills — you can write clear, personable messages and enjoy connecting with people
• Naturally organized, detail-oriented, and proactive — you anticipate needs before they’re asked
• Comfortable juggling multiple priorities in a remote environment while maintaining warmth and professionalism
• Outgoing, friendly, and solution-oriented — you make others feel at ease while keeping things moving forward

Growth & Development

We believe in investing in our people. As the firm grows, this position has a clear path toward operations management, office management, or other leadership roles. You’ll also have access to ongoing professional development opportunities and training to help you expand your skills and career.

Compensation & Benefits

Salary commensurate with experience, plus performance-based incentives and professional development support.

Join a team that believes financial clarity should feel empowering, not overwhelming — and help us deliver that experience every day.

Ready to Grow With Us?

We’re always looking for good people who believe in clarity over confusion and people over products.

"