Client Experience Coordinator

Client Experience & Operations Coordinator Balanced Wealth Management, LLC — East Greenwich / West Warwick Line, RI (In-Office)

Why this role matters

You're the first person clients see, the voice they hear on the phone, and the reason the office runs smoothly. At Balanced Wealth Management, we deliver a high-touch, personalized experience — and this role is at the center of it. Small team, real impact, no bureaucracy.

What you'll own

• Client Experience — Greet clients, manage incoming calls, and set the tone for every interaction. You're the face of the firm.
• Scheduling & Coordination — Own advisor calendars, client appointments, reviews, and follow-ups.
• Operations Support — Partner with the Client Service Manager on annuity and IRA applications (Fidelity platforms), meeting prep, post-meeting communications, and vendor coordination across 401(k), 403(b), annuity, and broker-dealer partners.
• Client Touchpoints — Send cards, gifts, and maintain the small details that keep relationships strong.
• Marketing & Events — Help create and schedule social media content, maintain the marketing calendar, and support bi-weekly client workshops from planning through follow-up.

What you bring

• Strong communicator with a professional, warm presence
• Organized and detail-driven — you catch what others miss
• Comfortable juggling multiple priorities without dropping anything
• Proficient in Microsoft Office (Excel, Outlook, Word)
• Willing to learn financial platforms (Fidelity experience is a plus)
• Prior admin or client service experience preferred; financial services background is a bonus

Compensation & Benefits

• $24- $27/ hour starting pay
• 3 weeks PTO + all major holidays paid
• 401(k) with 3% employer match
• Free gym membership and on-site parking
• (No Medical/Dental)

Apply and let's have a conversation!