Overview
Client Experience Coordinator Jobs in Owensboro, KY at Align Wealth Management
Owensboro, KY
Our Firm
Align Wealth Management is a private wealth advisory practice committed to providing personalized financial guidance and an exceptional client experience through professionalism, trust, and long-term relationships.
Talented people join our firm because they want to accomplish something meaningful and bigger than themselves, making a difference in other people’s lives. Through our caring advice-based experience, we help individuals and families achieve confidence and financial peace of mind. From retirement strategies and investment planning to tax planning and much more, we help clients live the life they’ve earned and deserve.
Position Overview
The Client Experience Coordinator serves as the first impression of Align Wealth Management and plays a critical role in creating a welcoming, professional, and organized office environment.
This position is ideal for someone who genuinely enjoys interacting with people, thrives in a fast-paced environment, and can successfully manage multiple priorities throughout the day. You will be the primary point of contact for clients and visitors, coordinating schedules, managing incoming calls, and helping ensure the office runs smoothly and efficiently.
We are looking for someone who is highly organized, exceptionally personable, and capable of balancing client service responsibilities with administrative support tasks.
Key Responsibilities
- Serve as the first point of contact for clients, prospects, and visitors.
- Welcome clients and create a warm, professional office experience.
- Answer, screen, and direct incoming phone calls.
- Manage advisor calendars and coordinate appointments.
- Confirm appointments and maintain scheduling accuracy.
- Assist clients with routine service requests and direct inquiries appropriately.
- Maintain accurate client records and update information in firm systems.
- Manage incoming and outgoing mail, deliveries, and office communications.
- Assist with client appreciation events, educational workshops, and office activities.
- Support advisors and team members with administrative tasks as needed.
- Help maintain an organized, professional, and client-focused office environment.
What Success Looks Like
- Clients consistently feel welcomed, valued, and cared for.
- Calls are handled professionally and routed efficiently.
- Advisor schedules are organized and well managed.
- Administrative tasks are completed accurately and on time.
- Team members view you as a dependable resource who helps keep the office running smoothly.
Key Traits for Success
- Exceptional interpersonal and customer service skills.
- Professional, polished, and friendly communication style.
- Outstanding phone etiquette.
- Strong organizational and multitasking abilities.
- Ability to remain calm and professional in a busy environment.
- Attention to detail and follow-through.
- Positive attitude and willingness to help wherever needed.
- Comfort working independently while also being a collaborative team member.
- Strong technology skills and the ability to learn new systems quickly.
Preferred Qualifications
- Experience in a receptionist, front desk, administrative assistant, customer service, hospitality, banking, healthcare, or office support role.
- Experience managing calendars, scheduling appointments, or coordinating activities.
- Strong written and verbal communication skills.
- Financial services experience is helpful but not required.
Why Join Align Wealth Management?
- Family-oriented culture
- Growing and successful advisory practice
- Meaningful work helping clients achieve financial confidence
- Opportunities for professional growth and development
- Supportive team environment
Pay: $20.00 – $25.00 per hour
Benefits:
- 401(k)
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Application Question(s):
- You must pass a pre-employment background check. Is there anything that may prevent you from successfully completing this requirement?
Work Location: In person
Title: Client Experience Coordinator
Company: Align Wealth Management
Location: Owensboro, KY
