Client Relations & Office Experience Coordinator

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

Benefits offered by this job

Benefits package

Growth opportunities

Job summary

Bright Wealth Management is seeking a Client Relations Coordinator to be the friendly face of the office and a key support for a growing advisory team. You’ll manage calendars, coordinate client interactions, and help events and community initiatives thrive.

In this role, you’ll ensure the office feels welcoming, handle communications, and assist with media-related appointment flow. It’s a dynamic, people-centered position in a fast-growing firm.

Qualifications

• Clear communication and warm interpersonal style.
• Ability to manage calendars and coordinate schedules.
• Strong attention to detail and follow-through.
• Comfort with CRM tools and common office software.

Responsibilities

• Welcome clients with warmth and professionalism, in person and on the phone.
• Manage calendars, appointments, and client follow-ups to keep advisors on track.
• Maintain a welcoming office environment from lobby to conference rooms.
• Support client events, workshops, meetings, and community initiatives.
• Coordinate appointment flow from media appearances and broadcasts.
• Anticipate needs, solve problems, and keep daily operations smooth.

Skills

People skills

Organizational skills

Customer service orientation

Tech-savviness

Tools

CRM software

Excel

Microsoft Teams

Job description

Bright Wealth Management is seeking a Client Relations Coordinator to be the friendly face of the office and a key support for a growing advisory team. You’ll manage calendars, coordinate client interactions, and help events and community initiatives thrive.

In this role, you’ll ensure the office feels welcoming, handle communications, and assist with media-related appointment flow. It’s a dynamic, people-centered position in a fast-growing firm.