Client Experience Coordinator

We are seeking a dynamic and energetic individual to join our team! This role is perfect for someone who loves providing exceptional client service and is highly organized. The Client Concierge / Marketing Assistant serves as the first point of contact for clients and visitors and is responsible for overseeing the day-to-day operations of the front office. This individual manages advisor calendars, coordinates client meetings, ensures exceptional in-office (and virtual) client experience, and provides administrative support to both the advisory and marketing teams. The ideal candidate is organized, proactive, service-oriented, and thrives in a fast-paced professional environment. Your positive attitude, multitasking skills, and attention to detail will be essential in creating a seamless experience across the firm. Front Office & Client Experience Responsibilities Serve as the primary point of contact for clients, prospects, visitors, vendors, and incoming communications. Manage multiple advisors' calendars and coordinate all client meetings, reviews, and appointments. Schedule meetings and maintain efficient calendar management across the advisory team. Coordinate conference room scheduling and ensure meeting spaces are fully prepared for client appointments. Prepare meeting materials, client packets, refreshments, and other meeting-related needs as required. Greet and welcome clients, ensuring a professional and positive client experience. Answer incoming calls and emails and route requests to the appropriate team member. Monitor and maintain a clean, professional, and organized office environment. Follow office opening and closing procedures while maintaining a high level of security and professionalism. Collect, process, and distribute incoming and outgoing mail and deliveries. Coordinate office supply inventories and maintain relationships with office vendors. Administrative Support Responsibilities Maintain accurate client information within CRM and internal systems. Assist advisors with scheduling, administrative tasks, and special projects. Support client onboarding and assist with gathering and organizing required documentation. Track client milestones, appreciation opportunities, and gifting initiatives. Assist with workflow coordination and follow-up items to support advisor efficiency. Work collaboratively with front office, client service, and advisory team members to ensure seamless operations. Marketing Support Responsibilities Provide administrative support to the marketing department and assist with ongoing initiatives. Assist with management of company social media accounts, including LinkedIn and Facebook. Support automated marketing initiatives through Marketing on Demand (MOD). Coordinate logistics, planning, and execution of client appreciation events, workshops, seminars, and other firm events. Create, organize, and update marketing materials, client communications, and prospecting resources. Assist with client gifting campaigns and relationship-building initiatives. Support marketing projects and campaigns assigned. Skills & Qualifications Highly organized with exceptional attention to detail. Strong interpersonal and communication skills with a client-first mindset; ability to communicate professionally and positively with clients Professional, positive, and dependable. Ability to manage multiple priorities and deadlines simultaneously; strong time-management skill Experience with multi-line phone systems and phone etiquette to handle calls professionally Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint). Ability to quickly learn and navigate multiple technology platforms and applications. Experience with Canva, Photoshop, or similar graphic design tools preferred. Event planning or project coordination experience preferred. Ability to work independently while collaborating effectively within a team environment. Ability to lift and move office or event supplies up to 40 pounds. Must successfully pass a background check; ability to understand and follow FINRA and company compliance guidelines. Success in This Role Looks Like Advisor calendars are organized and efficiently managed. Client meetings are consistently prepared and executed without issue. Clients receive prompt, professional, and friendly service. Conference rooms and office spaces are maintained and presentation-ready. Marketing initiatives and client events are well coordinated and professionally executed. The front office operates smoothly with minimal direction and strong attention to detail. Health insurance Paid time off Bonus Compensation Structure Job Type: Full-Time (In-Person) Work Remotely: No Location: Westlake Village, CA Starting Wage: $26-28/hour, highly dependent upon experience (open to initial discussion if experience warrants). Number of Positions: 1 Contact: James Holland at View phone number on click.appcast.io or View email address on click.appcast.io #J-18808-Ljbffr EPIC Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC