Client Experience Coordinator

Client Experience Coordinator Join Our Mission: To empower every person to build a healthy, confident relationship with moneyso they can live freely, give generously, and live each day with peace of mind. Do you love welcoming people, creating a warm experience, and making sure every detail is handled with excellence? We do, too. At BAM Advisory Group, we believe first impressions matterand the Client Experience Coordinator is one of the most important seats in the building. Our clients and guests should feel cared for the moment they walk through the door or call our office. If you're energized by people, hospitality, organization, and being the steady heartbeat of the front office, we'd love to meet you. We are an independent advisory firm that values strong relationships, exceptional service, and doing the right thing even when no one is watching. As fiduciaries, we help clients make confident financial decisions by analyzing options, understanding the numbers, and eliminating emotional decision-making. We guide people through every season of life, especially the transition into and through retirement. We're culture-driven, team-oriented, and committed to extreme ownership. The Role: Client Experience Coordinator The Heart of the Front Office As our Client Experience Coordinator, you are the first face clients see and the first voice they hearand that matters enormously. In a firm built on trust and relationships, the experience you create at the front desk sets the tone for everything that follows. You'll play a key role in ensuring smooth day-to-day operations while delivering a superior experience to our clients, prospects, and team members. This role requires a rare combination of warmth and professionalism, hospitality and precision. You'll be responsible for keeping the front office running seamlessly, supporting the team with administrative tasks, managing communications, and creating an environment where every guest feels genuinely welcomed and cared for. Key Responsibilities Front Desk & Client Experience Greet incoming clients and prospective clients in a professional, warm, and welcoming manner that reflects BAM's culture and values. Ensure each guest receives the full BAM client experience from arrival to departureanticipating needs and making them feel at home. Present guests with a menu upon arrival and serve beverages, snacks, or refreshments as appropriate. Maintain a clean, organized, and visually inviting front office environment at all times. Coordinate with advisors and team members to ensure guests are greeted and transitioned to meetings smoothly and on time. Phone & Communication Management Answer all incoming calls promptly in a friendly, warm, and professional manner. Direct inquiries to the appropriate team member efficiently and with context, so clients aren't bounced around unnecessarily. Provide excellent customer service over the phone and in person, handling questions with care and confidence. Take accurate messages and ensure timely follow-up when team members are unavailable. Maintain a consistent, professional tone across all communications that reflects BAM's brand. Administrative & Office Support Assist with copying, scanning, filing, and document management as requested by team members. Produce and format materials by transcribing, inputting, editing, retrieving, and transmitting text, data, and graphics. Handle incoming and outgoing correspondence and mailings with accuracy and timeliness. Support the team with ad hoc administrative tasks and projects as needed. Maintain organized digital and physical filing systems in accordance with firm standards. Mailings, Deliverables & Operational Tasks Mail all outgoing correspondence including appointment deliverables, packages, and client materials. Ensure CRM activity and opportunity updates are completed accurately and on schedule as required. Run office errands as necessary to support team operations. Support front office supply ordering and inventory management, keeping the office stocked and organized. Assist with coordinating office logistics for client events, team meetings, and special occasions. Reporting, Tracking & Data Entry Run weekly and monthly reports for team meetings and supervisor requests with accuracy and consistency. Enter incoming leads and update tracking systems and spreadsheets in real time as required. Maintain accurate, up-to-date records across all relevant platforms and databases. Flag discrepancies or data gaps proactively and work with the appropriate team member to resolve them. Your Qualifications Warm, professional presence with a genuine desire to serve others and make people feel welcome Strong organizational skills and exceptional attention to detail Excellent communication skillsboth written and verbalwith strong command of English language and grammar Ability to multi-task, prioritize competing projects, and stay composed in a busy environment Consistent follow-through and strong awareness of deadlines Excellent phone skills with a natural ability to put people at ease Quick learner who can adapt to new software and systems with confidence Comfortable working in a fast-paced, team-oriented environment Solid working knowledge of computers and standard office software (Microsoft Office suite preferred) What Makes You a Great Fit A pleasant disposition and genuine hospitality mindsetyou believe that how people feel matters as much as what gets done Highly organized and dependableyour colleagues can count on you to follow through every time Relationship-driven and people-orientedyou get energy from interacting with others and making them feel at home Takes pride in creating a calm, excellent, and welcoming environmentyou notice the details others miss and you care about them Why Join BAM? Culture-Driven Environment Join a team built on authenticity, trust, and extreme ownership. We care about who you are as a person, not just what you produce. At BAM, the Client Experience Coordinator isn't an afterthoughtyou're one of the most valued members of the team. Meaningful Work Be part of a mission that genuinely changes lives. Every client who walks through the door is working toward financial freedom and peace of mind. The experience you create helps make that journey feel possible. Team Support Work alongside a high-performing, collaborative group that truly cares about each other. You'll never feel like you're going it alonesupport, recognition, and camaraderie are built into how we operate. Professional Growth Build real, marketable skills in client experience, office operations, and financial-services administration. For the right person, there are pathways to grow into expanded roles within BAM over time. Competitive Compensation & Benefits Salary: $45,000-$55,000 based on experience Fully paid health and dental for yourself (no vision) 401(k) plan 4-day Epic Pass Team experiences and events