Looking for a polished, organized, and service-oriented Client Experience Coordinator to serve as a primary point of contact for clients, visitors, and callers while supporting daily administrative and office operations.
Responsibilities
Welcome clients and visitors and maintain a professional office environment
Answer and route incoming calls and assist with client requests
Coordinate client communications, appointment confirmations, virtual meeting links, and follow-ups
Manage calendars and coordinate scheduling across team members
Schedule and prepare client meetings and annual reviews
Prepare meeting materials and coordinate required client documentation
Follow up with clients regarding outstanding forms and information
Maintain accurate client records and workflows within CRM systems
Organize and archive confidential documents
Manage electronic document workflows and e-signature processes
Order and replenish office supplies and materials
Coordinate vendors, equipment maintenance, repairs, and building-related needs
Manage mail, packages, postage, and office logistics
Coordinate meals, events, and meeting logistics
Provide administrative and operational support to team members
Assist with special projects and other duties as assigned
Qualifications
Associate degree or equivalent experience preferred
Experience in administrative support, client service, hospitality, financial services, or office management preferred
Strong customer service and interpersonal skills
Excellent verbal and written communication
High attention to detail and organizational skills
Ability to manage multiple priorities and deadlines
Proficiency with Microsoft Office, CRM systems, and scheduling software
Experience with document management platforms preferred
Ability to maintain confidentiality and professionalism
Strong initiative, judgment, and problem-solving skills
Knowledge, Skills & Abilities
Client Service: Professional, personable, and service-focused approach
Organization: Strong attention to detail and ability to manage multiple priorities
Communication: Clear and professional verbal and written communication
Technology: Comfortable using Microsoft Office, CRM, DocuSign, and scheduling systems
Professionalism: Reliable, adaptable, discreet, and able to exercise sound judgment