Client Experience & Sales Support Coordinator

About Us

At Studle Financial Services, we are lighting the way to a brighter financial future. Guided by our core pillars—Our Foundation, Our Values, and Our Processes—we operate on the principle that we are real people helping real people. We treat our clients like family, build on trust, and communicate openly.

Why Join Studle?

We believe in building lasting careers, not just filling positions. We offer high employee retention, an inclusive environment for career switchers and recent graduates, and a culture centered on personal investment. Whether you are stepping into finance for the first time or looking for a practice that genuinely values your long-term success, Studle Financial Services is a place where you can build a lasting career.

Mission: Lighting the way to a brighter financial future.

• Values:
• Honor the Legacy
• Clients First (Amazing Relationships)
• Real People Helping Real People
• Built on Trust & Growing Together
• Positive Community Impact

Position Summary

If you are looking for more than just a job, this is a rare opportunity to build a career from the ground up while making a real impact where you live. As our Client Experience & Sales Support Coordinator, you will be the first impression for prospects, clients, and the community. You will own Stage 1 of our client journey, ensuring our Advisors are fully appointment-ready while gaining hands-on exposure to every phase of our firm’s operations. You will also have the unique, direct opportunity to drive Studle Financial Services' Positive Community Impact core value by leading our local sponsorship program. We are committed to investing in your personal and professional growth through mentorship and industry licensing. As your expertise deepens, your responsibilities will naturally evolve, preparing you to transition into advanced roles.

Key Responsibilities

• Call Filtering & Lead Intake: Manage inbound calls, filter inquiries, and capture prospective client details.
• Calendar & Appointment Management: Coordinate scheduling for prospective and returning clients with Advisor availability.
• Prospect/Client CRM Setup & Data Accuracy: Set up household files and accurately enter data into SmartAgent CRM.
• Pre-Meeting Prep (Appointment Readiness): Send discovery questionnaires, track incoming documents, and ensure Advisors are fully prepared prior to client meetings.
• Post-Meeting Support: Assist with administrative follow-ups and transition handoffs across stages as needed.
• Local Sponsorship Management: Lead the end-to-end lifecycle of local sponsorship requests, from initial intake and evaluation to event attendance and ongoing partner support. Oversee allocated sponsorship funds to ensure accurate budget tracking, strategic allocation, and maximum community impact

Qualifications

• Experience: 0–2 years of experience in client service, administrative support, hospitality, or receptionist roles; prior financial services experience is not required.
• Education & Growth: High school diploma required; Bachelor’s degree (or actively pursuing) in Finance or a related business field preferred. Strong desire to gain licensing and pursue firm-supported professional development.
• Technical Aptitude: Proficiency in Google Workspace / Microsoft Office; ability to quickly learn CRM systems (SmartAgent) and digital platforms.
• Communication: Warm, empathetic, and professional verbal and written communication skills for client interactions.
• Attention to Detail: Strong organizational habits with high accuracy in document gathering, scheduling, and CRM data entry. Proven ability to multi-task.
• Team Player & Growth Mindset: A collaborative attitude with a strong desire to learn, accept feedback, and work toward advancing into a financial sales career.
• Licensing Requirements: None required upon hire. Willingness to study for and obtain Life & Health and Series 65 licenses with full firm sponsorship as part of your career growth.

Pay: From $17.00 per hour

Expected hours: 40.0 per week

Work Location: In person