About the Role:
Seneschal Family Office is seeking a hospitality-focused professional to join our growing team as a Client Experience Coordinator. The Client Experience Coordinator plays a vital role in creating a warm, welcoming, and professional experience for everyone who interacts with the firm.
If you are highly organized, detail-oriented, proactive, and genuinely take pride in helping others, this could be the perfect fit. Hospitality is at the heart of this role. You will embody our core values of integrity, excellence, and stewardship and be responsible for creating a welcoming, polished, and memorable experience for all. Day-to-day, you will support the operations of the office, oversee event coordination, vendor management, facilities oversight, provide administrative support, and assist with various client service initiatives.
Duties and Responsibilities:
· Client Experience and Relationship Building
o Deliver a warm, welcoming, polished, and professional experience for all, including clients, guests, business partners, and team members
o Serve as the first point of contact for incoming calls, office visitors, mail, and general office communications
o Build and maintain positive working relationships with clients, vendors, professional partners, and colleagues across generations, personalities, and backgrounds
o Maintain confidentiality, exercise discretion, and handle sensitive client and firm information with professionalism and care
· Client Service and Administrative Coordination
o Coordinate client communications, account-related requests, and deposit processing activities with team members and clients in a timely manner
o Prepare quarterly reporting materials, mailings, client distributions, and other client-facing deliverables
o Support committee reporting and other recurring administrative projects that contribute to a seamless client and team experience
· Events, Gifting, and Hospitality Coordination
o Serve in a key role on the Client Experience Committee to plan and execute client appreciation events, professional networking events, team gatherings, and holiday celebrations
o Manage gifts, event logistics, vendor relationships, hospitality details, and related follow-through to ensure thoughtful and well-executed experiences
· Office Operations and Facilities
o Maintain efficient office operations and facility needs, including supply ordering, postage services, equipment coordination, recycling programs, workplace organization and overall office services
o Identify opportunities to improve processes, enhance efficiency, and support the continued growth of the firm
· Financial and Firm Administration Support
o Coordinate processing of payables with bookkeeper
o Assist with annual audits, special projects, and firm initiatives
o Provide occasional support for branded communications, including simple social media or event-related materials
Required Knowledge, Skills, and Abilities:
· Knowledge of general office administration and business operations
· Knowledge of professional business communication practices
· Basic understanding of accounts payable, expense management, and financial administrative processes
· Knowledge of client service and hospitality principles
· Strong organizational and time management skills
· Excellent verbal and written communication skills
· Strong attention to detail and accuracy
· Effective event planning and coordination skills
· Strong customer service, emotional intelligence, and relationship-building skills across generations, personalities, and backgrounds
· Ability to prioritize competing demands and manage multiple projects simultaneously
· Ability to maintain confidentiality and exercise discretion when handling sensitive information
· Ability to work independently and take initiative with minimal supervision
· Ability to establish and maintain positive working relationships with clients, vendors, and colleagues
· Ability to identify opportunities for process improvement and operational efficiency
· Ability to adapt to changing priorities and support a variety of administrative and operational functions
· Ability to collaborate effectively with colleagues, clients, and external partners to achieve shared goals
· Ability to thrive in a fast-paced, growing, and evolving work environment
· Demonstrated flexibility and willingness to contribute wherever needed in a small-team environment
Education and Experience:
· Associate's or Bachelor's degree preferred; or an equivalent combination of education and relevant professional experience
· 5+ years of experience in high-touch client service, such as office management, executive administration, hospitality, financial services, professional services, or a related environment. RIA or wealth management experience is a plus, but not required for the right candidate
· Proficiency with Word, Excel, PowerPoint, OneNote, Outlook, Adobe, and Zoom; adaptive learner in an on-the-job setting for a variety of position-specific technology systems
Preferred Qualifications
· Experience or familiarity with Salesforce
· Familiarity with financial institutions, such as Charles Schwab & Co., Inc.
· Accounting and/or bill pay experience
· Leadership or hospitality-related accomplishments
About Us:
Seneschal Family Office is a growing, independent, fee-only registered investment advisor providing financial planning and comprehensive wealth management services to affluent individuals and families. Our culture is shaped by The Seneschal Way and by each team member’s commitment to our core values and a stewardship mindset. Our mission is to be the first team our clients think of when guidance matters most. As a trusted fiduciary partner, we bring clarity, continuity, and care to complex decisions and life transitions. We guide families in simplifying their finances, stewarding their resources toward what matters most, and building a legacy with intention for this generation and the next. Our work is grounded in our core values — integrity, excellence, and stewardship — and centered on the human moments that define a family's story.
We are seeking to add a talented Client Experience Coordinator to our team who brings experience working in an office environment and/or hospitality, along with strength in both the technical and relational aspects of serving affluent individuals and families.
Our office is in beautiful, charming Old Town Tacoma, WA. The ideal candidate will embody our core values, serve from the heart, and share our passion for helping others connect all their assets, financial and non-financial, with their values and purpose.
What we are looking for in you:
We are looking for an individual who can provide a welcoming and professional experience for our clients, guests, and business partners. The Client Experience Coordinator is a highly organized and dependable professional with strong judgment and non-negotiable integrity. The successful candidate will have five or more years of experience in high-touch client service, office management, executive administration, hospitality, financial services, professional services, or a related environment. RIA or wealth management experience is a plus but not required for the right candidate.
The ideal candidate is a self-starter who can manage competing priorities with accuracy and discretion, communicate effectively across teams, and take pride in keeping operations running smoothly. A proactive mindset, strong attention to detail, and the ability to handle confidential information with professionalism are essential to success in this role.
Why Join Us?
The Client Experience Coordinator position on our team is not an ordinary administrative role. This is a role where your presence matters. Clients will know your name, notice your care, and feel the difference when details are handled thoughtfully. This role is ideal for someone who is energized by people, grounded by details, and motivated by the opportunity to create a consistently exceptional experience. You will be part host, part organizer, part problem-solver, and part culture-carrier for a firm that serves families through some of life’s most significant transitions and financial decisions. The ideal Client Experience Coordinator will become a valued member of a high-functioning, nimble, and cohesive team. As part of a growing firm, you will have opportunities to contribute across many areas of the business while helping shape the client and team experience. We support and invest in our team members' personal and professional goals and value individuals who take pride in delivering exceptional service and hospitality.
What You Can Look Forward To:
In addition to a competitive salary, a highly engaged team, and the opportunity to grow with the firm, you will step into a trusted, high-impact role where your work directly supports the success of the business. At Seneschal Family Office, we love what we do and believe that a collaborative and inclusive team creates the best environment for professional success and personal growth.
Benefits:
Paid Time Off and Holidays
· 20 days of Paid Time Off (pro-rated in first year)
· 13 paid holidays (accrues throughout year; eligible for use after 90 days)
· 1 birthday holiday
· 2 Paid Community Service days (eligibility after 90 days)
· Other office closures at management discretion
· Paid 1-month sabbatical with every 5 years of service
Paid Parental Leave
· 12 weeks of supplemental pay during Washington Paid Family & Medical Leave for qualifying parental bonding leave
Health and Wellness
· Employer paid medical, vision, and dental program (eligibility after 90 days); Health Savings Account available
· Employer sponsored life and disability insurance (eligibility after 90 days)
· Wellness Plan reimbursement program
Retirement Plan and Other Financial Benefits
· 401(k) Program with annual employer safe harbor contribution
· Participation in Annual Incentive Plan (eligibility after 1 year)
· Client referral reward
· Continuing education support
Other Benefits
· Potential for flexible working environment
· Access to employer provided financial planning
Seneschal Family Office is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind. The firm is committed to equal employment opportunities for all employees and providing employees with a work environment free of discrimination and harassment. All employment decisions at Seneschal Family Office are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion or belief, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Seneschal Family Office will not tolerate discrimination or harassment based on any of these characteristics and encourages applicants of all ages.
Pay: $31.25 - $38.46 per hour
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Retirement plan
- Tuition reimbursement
- Vision insurance
- Volunteer time off
Application Question(s):
- What does exceptional hospitality mean to you in a professional setting?
- What do you believe makes a client, guest, or visitor feel welcomed and valued, and how do you apply this across various ages, backgrounds, and personalities?
- What attracted you to this position with Seneschal Family Office?
Education:
Work Location: In person
