Client Experience Coodinator
Client Experience Coodinator
Our Client - Financial Services company
- Scottsdale, AZ
Job description
Client Experience Coordinator
Hybrid role in North Scottsdale (just south of Kierland Commons)
W2
Full-time
Benefits, bonus and company perks
***This is a work-from-home opportunity, other than attending client meetings held in-office (2x a week, no more than 3) and picking up mail each week.***
Core Responsibilities
- Own end-to-end client service workflows — onboarding, service touchpoints, custodial tasks.
- Prepare accurate, branded meeting prep materials and follow-ups.
- Manage calendars, schedule meetings, and ensure nothing falls through the cracks.
- Track, document, and follow up on all tasks in the CRM.
- Execute the firm’s marketing plan: emails, webinars, social media, gifts, referral programs.
- Provide executive assistance: inbox triage, travel booking, light personal errands, and project support.
Qualifications/Skills
- 5+ years’ experience in a financial advisory, wealth management, tax, or professional services firm.
- Exceptionally organized, detail-oriented, and reliable, with impeccable integrity.
- Skilled with CRMs, calendars, SharePoint, Microsoft Office Suite, DocuSign, and Zoom.
- Must be an intermediate or higher Excel user
- Comfortable using AI tools like ChatGPT, Grammarly, or AI schedulers.
- A clear communicator with a client-first mindset.
- Able to juggle multiple priorities without needing hand-holding.
- Fast-paced, growth-minded, and enjoy new challenges on a regular basis.
Company Benefits/Perks
- Competitive salary
- 4% company 401(k) match
- 15% quarterly performance bonus
- Up to 15% annual profit-sharing contribution
- 2 weeks vacation + the week between Christmas and New Year's Day.
- Hybrid remote work environment
- Health, dental, life insurance, and long-term disability coverage
- Internet and cell phone reimbursement ($200/month total)
All applicants applying for U.S. job openings must be legally authorized to work in the United States and are required to have U.S. residency at the time of application.
If you are a person with a disability needing assistance with the application, or at any point in the hiring process, please contact us at support@themomproject.com.
Screening Questions
- We use several tech platforms — including a client CRM, financial planning software, and some AI tools. When you’ve had to learn a new system quickly in the past, how did you approach that? Can you share an example?
- Tell me about a time when you were responsible for a project — not just individual tasks — but managing the entire outcome. How did you keep things on track and handle issues as they came up?
- In your previous roles, what did ‘delivering an exceptional client experience’ mean to you? What do you think distinguishes a good experience from a great one?
- Our firm works with clients to align their wealth with what matters most — their dreams, values, and purpose. What attracted you to this opportunity, and how does that type of mission resonate with you?