Client Success Coordinator
Serving as a Trusted Point of Contact
Serve as a Trusted Point of Contact
Build meaningful relationships with clients and ensure they feel valued, informed, and supported
Conduct proactive client check-ins throughout the onboarding process and beyond
Coordinate introductions between new clients and their advisory team
Monitor client satisfaction and help create an exceptional client experience
Supporting Referral Partners and New Client Intake
Serve as an initial point of contact for referral partners
Monitor inbound referrals and coordinate internal handoffs
Prepare advisors and support staff with key client information
Help ensure a smooth and welcoming onboarding experience
Keeping the Details Running Smoothly
Track onboarding progress and follow up on required documentation
Maintain accurate client records in Salesforce
Coordinate client appreciation efforts and special touchpoints
Notify advisors of important client milestones and life events
Support advisors and team members with client service initiatives and special projects
Qualifications
- Exceptional interpersonal and communication skills
- Strong organizational skills and attention to detail
- A naturally warm, professional, and service-oriented personality
- Ability to manage multiple priorities in a fast-paced environment
- Strong problem-solving skills and ownership mentality
- Collaborative team-player attitude
Preferred
- Bachelor’s degree
- Experience supporting clients in wealth management, legal services, healthcare, case management, hospitality, or other high-touch service environments
- Experience working with individuals navigating trauma, loss, major life transitions, or emotionally sensitive situations
- Experience with Salesforce, Microsoft Office, Outlook, Teams, DocuSign, and Zoom