Client Experience Coordinator
Fuller FaithWise Advisors
The Fuller Foundation serves individuals and institutions through two complementary areas of work: Fuller FaithWise Advisors, which brings investment and charitable advisory services together under one brand, and an Advancement division that supports Fuller Theological Seminary through donor development and alumni relations. Both share a commitment to faithful stewardship and lasting Kingdom impact. Reports to: Senior Client Experience Manager. Position Summary: The Client Experience Coordinator is an essential member of the FaithWise Advisors team, responsible for delivering the accurate, timely, and caring service that makes a high-touch client journey possible. This role supports every stage of the client relationship, from onboarding and account setup to contributions, grants, and ongoing service requests, ensuring each interaction reflects FaithWise's mission and its commitment to faithful stewardship. The Coordinator partners with advisors, the Client Experience team, and operations colleagues to process client requests, maintain CRM discipline, and keep onboarding and business development workflows moving. After a structured training period, the Coordinator becomes a primary point of contact for clients, answering calls and emails with warmth, clarity, and discretion. Success in this role requires close attention to detail, sound judgment with sensitive information, and a daily commitment to FaithWise's values of integrity, stewardship, excellence, collaboration, and curiosity. #J-18808-Ljbffr
Vacancy posted 4 days ago
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