Client Experience Coordinator

Job Description

Job Description

Client Experience Coordinator

Location:  Winston-Salem, NC
Schedule:  Full-Time | Office-Based

Salary: $45,000–$52,000 annually

Schedule: 8AM-4:30PM Monday-Thursday, 8-2PM Friday

Looking for a polished, organized, and service-oriented Client Experience Coordinator to serve as a primary point of contact for clients, visitors, and callers while supporting daily administrative and office operations.

Responsibilities

• Welcome clients and visitors and maintain a professional office environment

• Answer and route incoming calls and assist with client requests

• Coordinate client communications, appointment confirmations, virtual meeting links, and follow-ups

• Manage calendars and coordinate scheduling across team members

• Schedule and prepare client meetings and annual reviews

• Prepare meeting materials and coordinate required client documentation

• Follow up with clients regarding outstanding forms and information

• Maintain accurate client records and workflows within CRM systems

• Organize and archive confidential documents

• Manage electronic document workflows and e-signature processes

• Order and replenish office supplies and materials

• Coordinate vendors, equipment maintenance, repairs, and building-related needs

• Manage mail, packages, postage, and office logistics

• Coordinate meals, events, and meeting logistics

• Provide administrative and operational support to team members

• Assist with special projects and other duties as assigned

Qualifications

• Associate degree or equivalent experience preferred

• Experience in administrative support, client service, hospitality, financial services, or office management preferred

• Strong customer service and interpersonal skills

• Excellent verbal and written communication

• High attention to detail and organizational skills

• Ability to manage multiple priorities and deadlines

• Proficiency with Microsoft Office, CRM systems, and scheduling software

• Experience with document management platforms preferred

• Ability to maintain confidentiality and professionalism

• Strong initiative, judgment, and problem-solving skills

Knowledge, Skills & Abilities

• Client Service: Professional, personable, and service-focused approach

• Organization: Strong attention to detail and ability to manage multiple priorities

• Communication: Clear and professional verbal and written communication

• Technology: Comfortable using Microsoft Office, CRM, DocuSign, and scheduling systems

• Professionalism: Reliable, adaptable, discreet, and able to exercise sound judgment

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