Client Experience Coordinator

The Role

As our Client Experience Coordinator, you are the first face and first voice of Lerner Financial. You'll welcome a steady flow of clients and visitors, set the tone for their experience, and keep the front of our office running smoothly. This is a high-volume, people-facing position for someone who is energized by interaction and takes pride in making others feel welcome and at ease.

What You'll Do

• Greet clients and guests warmly and professionally, and make every visit feel personal
• Answer and direct a high volume of phone calls, emails, and messages with accuracy and care
• Manage the advisors' calendars and coordinate client appointments, including scheduling, confirmations, and reminders
• Prepare for client meetings, including conference room setup, materials, and refreshments
• Handle incoming and outgoing mail, deliveries, and courier requests
• Maintain a clean, organized, and welcoming reception area
• Enter and update client information in our CRM and other office systems accurately
• Support advisors, agents, and team members with administrative tasks, document preparation, and scanning or filing
• Use sound judgment and discretion when handling sensitive and confidential client information
• Direct questions about investments, Insurance, planning, or account specifics to the appropriate licensed team member
• Follow office security, privacy, and record-keeping procedures

What We're Looking For

Required

• Exceptional customer service skills, with a natural warmth and a calm, polished presence
• Excellent verbal and written communication
• Self-motivated and dependable, able to take initiative without waiting to be asked
• Ability to stay organized and composed while managing multiple demands at once
• Strong discretion and a commitment to confidentiality
• Proficiency with Microsoft Office (Outlook, Word, Excel) and comfort learning new software
• Professional appearance and demeanor
• High school diploma or equivalent
• Successful completion of fingerprinting and a background check, approved prior to the start date

Preferred

• 2+ years of reception, front-desk, or client service experience, ideally in financial services, healthcare, legal, or another professional setting
• Experience with CRM software and calendar or scheduling systems
• Familiarity with the financial services environment and its privacy expectations
• Associate or bachelor’s degree
• Willingness to pursue additional training or licensing in the future, if interested

Who Thrives Here

You enjoy people and are good at reading what they need. You're the type who notices when a client looks unsure, remembers a name, and follows through on every detail. You hold yourself to a high standard, and you're proud of the experience you create.

What We Offer

• Competitive compensation and benefits
• Retirement plan with employer contributions and profit sharing
• Paid time off and holidays
• Professional development and growth opportunities
• A supportive, professional team environment

Schedule: Monday–Friday, 8:00 a.m.–5:00 p.m.

Pay: $40,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance
• Volunteer time off
• Work from home

Work Location: In person