Client Experience Coordinator

We are currently recruiting for a Client Experience Coordinator job in Winston Salem, NC! This role is fully on-site. In this role you sit at their front desk and serve as the primary point of contact for clients, visitors, and callers while providing administrative and operational support to the team. This role is responsible for delivering an exceptional client experience, coordinating schedules and client reviews, maintaining CRM records and documentation, and supporting efficient day-to-day office operations.

Responsibilities

• Welcome clients and visitors and provide a professional, hospitality-focused experience.

• Answer incoming calls and assist with routine client service requests.

• Manage calendars, schedule appointments, and coordinate meeting confirmations and virtual meeting details.

• Coordinate annual client reviews, including preparation, documentation, scheduling, and follow-up.

• Maintain accurate client information, activities, notes, and workflows within the CRM.

• Organize, scan, archive, and manage client documents and electronic signature workflows.

• Prepare client correspondence and other communications.

• Maintain office supplies, common areas, mail, vendor relationships, and equipment needs.

• Coordinate meetings, meals, events, and other office logistics.

• Provide general administrative and operational support to advisors and team members.

• Assist with special projects and additional office responsibilities as needed.

Qualifications

• Associate degree or equivalent professional experience preferred.

• At least 3 years of previous experience in administrative support, client service, office management or financial services preferred.

• Proficiency with Microsoft Office.

• Experience with CRM, scheduling, and document management systems.

• Strong customer service, communication, and interpersonal skills.

• Excellent organization and attention to detail.

• Ability to manage multiple priorities and deadlines.

• Ability to handle confidential information professionally.

• Strong initiative, judgment, and problem-solving skills.

Pay Details: $21.00 to $24.00 per year

Search managed by: Kristin Yates

Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.