The Client Experience Coordinator serves as the front line of the Integro Wealth Advisors client experience. This role supports inbound and outbound communication, scheduling, money movement, office organization, and mass communication initiatives to ensure a seamless, values‑driven experience for clients, prospects, and professional partners.
This position operates within established workflows, compliance guidelines, and brand standards while collaborating closely with advisors, client service associates, and leadership.
Core Responsibilities
1. Client & Prospect Communication
- Serve as the first point of contact for clients and visitors, providing a warm, professional, and attentive front‑desk experience.
- Manage inbound phone calls, accurately routing inquiries and requests.
- Conduct outbound calls for appointment scheduling, follow‑ups, confirmations, and money movement verification.
- Maintain clear, timely, and values‑aligned communication across all client interactions.
2. Scheduling & Calendar Coordination
- Coordinate schedules for all Financial Advisors.
- Manage conference room calendars and ensure meeting readiness.
- Support internal meeting logistics as needed.
3. Money Movement & Operational Support
- Support money movement requests with precision, confidentiality, and compliance.
- Assist with required documentation, confirmations, and follow‑up communications.
- Partner with advisors and client service team members to ensure timely execution and resolution.
4. Mass Communication Support
- Support firm‑wide communication campaigns, including:
- Email outreach
- Social media support
- Phone‑based client communications
- Assist with list management, scheduling, tracking responses, and basic reporting.
- Ensure all communications align with brand standards and compliance requirements.
5. Office Operations & Organization
- Order, receive, and maintain office supplies.
- Ensure front desk, client areas, and conference rooms remain organized and client‑ready.
- Support general office organization and administrative tasks as needed.
6. Workflow Adherence & Continuous Improvement
- Follow established workflows and contribute to ongoing process improvement.
- Identify opportunities to enhance efficiency, accuracy, and client experience.
- Maintain documentation and notes that support consistent service delivery.
Pay: $18.00 - $28.00 per hour
Benefits:
- 401(k)
- 401(k) 5% Match
- 401(k) matching
- Health insurance
- Paid time off
- Retirement plan
- Volunteer time off
Work Location: In person
