Client Experience & Scheduling Lead

Collective Advisors; Austin (TX); Sur place; USD 50 000 - 60 000; Plein temps

Avantages offerts par ce poste

Generous paid vacation

Health, dental, and vision insurance

401(k) employer contributions

Training and professional development

Team retreats and outings

Résumé du poste

Collective Advisors is an Austin-based financial advisory firm centered on thoughtful follow‑through and personal service. The Client Experience Coordinator will manage calendars, coordinate meetings, and support onboarding, marketing, and events to keep client interactions smooth and professional.

The role emphasizes versatility, judgment, and follow-through over financial services experience, with opportunities to grow as the firm expands.

Qualifications

• High school diploma required; college degree welcome but not required.
• Experience in professional office, client service, hospitality, administration, marketing, communications, events preferred.

Responsabilités

• Welcome clients and visitors; prepare spaces and refreshments for interactions.
• Manage firm calendar and advisor schedules in Outlook and Calendly; handle confirmations & reminders.
• Support onboarding, client reviews, and meetings; route questions to the right teammate.
• Assist office operations, marketing communications, events, and routine firm projects.
• Coordinate client, prospect, and relationship-building touches, including gifts and acknowledgments.

Connaissances

Friendly presence

Organization

Written communication

Prioritization

Calendar management

Team player

Formation

High school diploma

College degree welcomed

Outils

Microsoft Outlook

Calendly

CRM

Marketing platforms

Event platforms

Description du poste

Collective Advisors is an Austin-based financial advisory firm centered on thoughtful follow‑through and personal service. The Client Experience Coordinator will manage calendars, coordinate meetings, and support onboarding, marketing, and events to keep client interactions smooth and professional.

The role emphasizes versatility, judgment, and follow-through over financial services experience, with opportunities to grow as the firm expands.