Client Experience Coordinator

Overview

We are seeking a dynamic and proactive Client Experience Coordinator to join our team and elevate the way we serve our clients. In this role, you will be the vital link between our organization and our valued clients, ensuring their journey with us is seamless, engaging, and satisfying. Your energetic approach and exceptional communication skills will drive positive interactions, foster long\-term relationships, and support our mission to deliver outstanding customer experiences. This position offers an exciting opportunity to develop your skills in project management, event planning, and customer relationship management in a professional environment.

What you'll do

Client Experience \& Hospitality

• Greet clients and visitors with a warm, professional presence
• Prepare conference rooms and offer refreshments
• Maintain a polished, welcoming office environment

Front Desk \& Call Handling

• Answer and direct incoming calls with professionalism and care
• Assist insurance policyholders by identifying needs and connecting them to the right resources
• Help callers obtain forms, documents, and next steps

Office \& Administrative Support

• Coordinate meetings (in\-person and virtual via Zoom)
• Manage mail, packages, and document processing
• Support advisors and leadership with administrative tasks
• Liaise with vendors (IT, phones, internet, office equipment)

Events \& Coordination

• Assist with firm meetings, training sessions, and the Annual Meeting (including event logistics and coordination)

Qualifications

• 2\+ years of administrative, receptionist, or hospitality experience
• Strong communication skills and professional presence
• Detail\-oriented and highly organized
• Comfortable handling calls and coordinating multiple priorities
• Proficiency with Microsoft Office and basic technology tools

* Must be able to work on\-site full\-time (this is not a remote role)

Why Join Us

• Professional, team\-oriented environment
• High visibility with leadership and advisors
• Opportunity to grow into a Client Experience Manager role
• A role where
hospitality and client experience truly matter

Pay: $42,000\.00 \- $45,000\.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Education:

• Bachelor's (Required)

Experience:

• office: 2 years (Required)

License/Certification:

• Certified Notary Public (Preferred)

Location:

• Raleigh, NC 27615 (Required)

Work Location: In person