Relationship Coordinator

R.D. SMOTHERS WEALTH MANAGEMENT, LLC.; Campbellsville (KY); On-site; USD 35,000 - 45,000; Full time

Job summary

R.D. SMOTHERS WEALTH MANAGEMENT, LLC. is seeking a Client Relations Coordinator in Kentucky. You will warmly welcome clients, manage appointments, and keep the office organized while supporting advisors with routine projects. Strong communication and a can-do attitude are essential for a fast-paced team environment.

You will handle CRM notes, mail follow-ups, and community outreach efforts, helping to cultivate lasting client relationships and a polished client experience.

Qualifications

• Not an entry-level role; prior professional or client-facing experience is required.
• 1–2 years of experience in customer service, administrative, hospitality, or office/relationship-management work.
• Reliable, professional, strong listening and communication skills; ability to multitask and work with a team.
• Marketing or relationship management background is a plus.

Responsibilities

• Greet clients and guests and create a warm, organized office experience.
• Answer phones with warmth and professionalism; confirm appointments.
• Prepare materials and pull client files for upcoming meetings.
• Record notes in the CRM and keep client information accurate and up to date.
• Support planning of client appreciation events and assist with marketing efforts.

Skills

customer service

administrative

hospitality

communication skills

team collaboration

Tools

CRM systems

Microsoft Office

Job description

Are you the kind of person who remembers names, notices the little details, and enjoys making someone's day a little easier?

At RDS Wealth Management, every client interaction matters. Whether you're welcoming someone into our office, answering the phone with a smile, or helping coordinate an important retirement meeting, you'll play a key role in creating an exceptional experience for every client who walks through our doors.

We're looking for someone organized, positive, detail-oriented, and energized by a fast-paced environment, someone who loves building relationships and wants to be part of a team that's passionate about helping people prepare for retirement. If that's you, we'd love to meet you.

About RDS Wealth Management

RDS Wealth Management is an independent wealth management firm built on a simple belief: you don't have to be rich to live rich.

Founded by Dale Smothers, RICP®, our mission is to help people Save Money. Plan Well. Live Happy. We specialize in helping individuals and families nearing or living in retirement navigate life's biggest financial decisions with confidence. Our clients aren't just assigned an advisor, they're supported by an entire team working together to build thoughtful, personalized retirement strategies. When our clients succeed, we all succeed.

What You'll Do

As our Client Relations Coordinator, you'll be one of the first people our clients interact with. You'll help create a warm, organized, and professional experience from the moment they call our office until long after their appointment ends.

Create an Outstanding Client Experience

• Welcome clients and guests as they arrive for appointments
• Offer refreshments and make clients feel comfortable while they're in the office
• Answer incoming phone calls with warmth, professionalism, and a genuine desire to help
• Call clients the day before their appointments to confirm meeting time and location
• Send follow-up letters after appointments so clients feel valued and cared for
• Mail birthday cards and other thoughtful communications throughout the year

Keep Our Team Organized

• Pull client files and prepare materials for upcoming meetings
• Assist advisors with administrative projects and day-to-day office needs

Keep the Office Running Smoothly

• Sort and distribute incoming mail and prepare outgoing correspondence
• Maintain an organized, accurate, and compliant filing system
• Copy, scan, and organize documents as requested
• Run occasional business-related errands
• Assist with office projects and provide support wherever needed

Support Our Clients Behind the Scenes

• Record detailed notes in our CRM
• Help ensure client information is accurate, organized, and up to date
• Communicate with clients, custodians, and other professionals in a courteous and timely manner

Help Build Our Community

• Assist with planning and executing client appreciation events
• Support our social media and marketing efforts
• Help create memorable experiences that reflect the RDS Wealth Management brand and culture

KNOWLEDGE/EXPERIENCE

This isn't an entry-level position, we're looking for someone who has already worked in a professional or client-facing environment and is comfortable managing real responsibility from day one. You should have:

• At least 1-2 years of experience in customer service, administrative, hospitality, or office/relationship-management work
• A track record of reliability and professionalism in a work setting
• Strong listening and communication skills
• Ability to prioritize and work with a team
• Working knowledge of computers and software
• Ability to multi-task
• Marketing or relationship management background preferred

Your privacy matters to us. We understand that many great candidates are currently employed. Every application and conversation is handled with the utmost professionalism and confidentiality.

Job Type: Full-time in office

Pay: From $35,000.00-$45,000 per year (Based on Experience)