Client Relations Coordinator

Client Relations Coordinator

Phoenix, AZ (Biltmore/Arcadia)

At Bright Wealth Management, we believe a bright future starts with a solid foundation, and that every client should feel genuinely cared for from the moment they walk through our doors. Our Client Relations Coordinator is at the center of that experience. You’ll be the first smile our clients see, the friendly voice on the phone, and the person who makes our Camelback office feel like a place people want to come back to.

This isn’t just an administrative role. It’s a chance to build real relationships, support a fast-growing advisory team, and help bring warmth and humanity to an industry that too often feels cold.

Compensation: $60,000 – $70,000 + benefits package

What You’ll Do

• Welcome clients with genuine warmth and professionalism, both in person and over the phone.
• Keep our advisors on track by managing calendars, appointments, and client follow-ups.
• Make sure our office always feels welcoming, from the lobby to the conference rooms.
• Support client events, educational workshops, team meetings, and community initiatives.
• Help coordinate appointment flow from our radio show and media presence.
• Anticipate needs, solve problems, and keep each day running smoothly.

What We’re Looking For

• A naturally upbeat, positive person who enjoys connecting with people.
• A detail-oriented organizer who loves keeping things on track.
• Tech-savvy and adaptable. You’ll work with CRM software, Excel, Teams, and more.
• A proactive team player who takes initiative and follows through.

Why Join Us

• Be part of one of the fastest-growing financial advisory firms in Arizona.
• Growth opportunities in client relations, office coordination, or operations.
• A purpose-driven team that values excellence, connection, and giving back to the community.