Client Relations Coordinator

Magellan Financial & Insurance Services, Inc.; Phoenix (AZ); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Benefits package

Job summary

Bright Wealth Management is seeking a Client Relations Coordinator who will be the first smile our clients see, the friendly voice on the phone, and the person who makes our Camelback office feel welcoming and connected.

This role blends administrative duties with relationship-building as you support a fast-growing advisory team, manage calendars, oversee events, and coordinate appointment flow from our media presence.

Qualifications

• Friendly, upbeat, and able to connect with clients.
• Detail-oriented organizer who keeps things on track.
• Tech-savvy and adaptable; proficient with CRM tools, Excel, and collaboration apps.
• Proactive team player who takes initiative and follows through.

Responsibilities

• Welcome clients with warmth in person and on the phone.
• Manage calendars, appointments, and client follow-ups to keep advisors on track.
• Keep the office welcoming from lobby to conference rooms.
• Support client events, workshops, team meetings, and community initiatives.
• Coordinate appointment flow from media appearances and radio show.

Skills

Customer service mindset

Calendar management

CRM software

Excel

Team collaboration

Tools

CRM software

Excel

Microsoft Teams

Job description

At Bright Wealth Management, we believe a bright future starts with a solid foundation, and that every client should feel genuinely cared for from the moment they walk through our doors. Our Client Relations Coordinator is at the center of that experience. You'll be the first smile our clients see, the friendly voice on the phone, and the person who makes our Camelback office feel like a place people want to come back to.

This isn't just an administrative role. It's a chance to build real relationships, support a fast-growing advisory team, and help bring warmth and humanity to an industry that too often feels cold.

Compensation: $60,000 - $70,000 + benefits package

What You'll Do

• Welcome clients with genuine warmth and professionalism, both in person and over the phone.
• Keep our advisors on track by managing calendars, appointments, and client follow-ups.
• Make sure our office always feels welcoming, from the lobby to the conference rooms.
• Support client events, educational workshops, team meetings, and community initiatives.
• Help coordinate appointment flow from our radio show and media presence.
• Anticipate needs, solve problems, and keep each day running smoothly.

What We're Looking For

• A naturally upbeat, positive person who enjoys connecting with people.
• A detail-oriented organizer who loves keeping things on track.
• Tech-savvy and adaptable. You'll work with CRM software, Excel, Teams, and more.
• A proactive team player who takes initiative and follows through.

Why Join Us

• Be part of one of the fastest-growing financial advisory firms in Arizona.
• Growth opportunities in client relations, office coordination, or operations.
• A purpose-driven team that values excellence, connection, and giving back to the community.