What are the responsibilities and job description for the Customer Service Coordinator - Greater Tampa Bay, FL position at About SimplePath SimplePath Wealth Management?
Customer Service Coordinator
Location: Greater Tampa Bay, FL (In-Office)
Employment Type: Full-Time
Salary: $52,000 – $68,000/year (Based on Experience) monthly bonus potential
Benefits: Full benefits package including fully paid medical, dental, vision, 401(k) with profit sharing, PTO, generous paid holidays, incentive trips, and more.
Location: Greater Tampa Bay, FL (In-Office)
Employment Type: Full-Time
Salary: $52,000 – $68,000/year (Based on Experience) monthly bonus potential
Benefits: Full benefits package including fully paid medical, dental, vision, 401(k) with profit sharing, PTO, generous paid holidays, incentive trips, and more.
About SimplePath
SimplePath Wealth Management is a boutique retirement planning, insurance, and wealth management firm dedicated to helping good people live extraordinary lives in retirement — with clarity, confidence, purpose, and dignity.
We are known for:
- High standards and attention to detail
- Exceptional client experience
- Thoughtful planning and execution
- A warm, professional, relationship-driven culture
- Doing things the right way, without cutting corners
The Opportunity
We are hiring a Customer Service Coordinator to serve as the welcoming face and voice of SimplePath Wealth Management.
We are hiring a Customer Service Coordinator to serve as the welcoming face and voice of SimplePath Wealth Management.
This role sits at the center of our client experience. You will greet clients, answer phones, prepare meeting rooms, serve refreshments, support scheduling, manage client appreciation touchpoints, assist with events, and help keep our office environment beautiful, polished, and welcoming.
If you love people, take pride in thoughtful service, enjoy creating order and beauty, and find fulfillment in making others feel cared for, this role will energize you.
If you want a role where you can hide behind a computer all day, this is not it.
Your Mission
- You will own first impressions, hospitality, and client relationship touchpoints while helping the office run smoothly and professionally each day.
- Warmly greet and welcome clients, prospects, guests, and visitors
- Answer, prioritize, and route phone calls, texts, mail, and visitor communications
- Prepare conference rooms, refreshments, beverages, and client-facing spaces before each meeting
- Support scheduling, appointment confirmations, meeting readiness, and advisor preparation
- Manage Client Love touchpoints, including birthday texts, cards, gifts, sympathy touches, milestone gifts, and thoughtful follow-up
- Maintain accurate client and prospect records in Salesforce and related systems
- Assist with event preparation, guest check-in, hospitality, setup, cleanup, and follow-up
- Maintain the cleanliness, organization, ambiance, and aesthetics of common areas and client spaces
What You’ll Need To Bring
Required:
- 3-5 years in client relations, hospitality, reception, office coordination, professional services, or administrative support
- Exceptional in-person presence, phone etiquette, and written communication
- Strong organization, follow-through, and attention to detail
- Comfort managing recurring routines, checklists, and administrative workflows
- Strong typing and computer proficiency; Apple/Mac experience preferred
- Comfort learning CRM systems, scheduling tools, text services, phones, scanners, printers, and office technology
- Ability to work in a fast-paced, professional, high-expectation environment
Preferred:
- Salesforce or CRM experience
- Event support or high-touch client hospitality experience
- Experience working with high-net-worth clientele
Growth Path
This role is designed to grow with the firm, with multiple paths towards advancement.
This role is designed to grow with the firm, with multiple paths towards advancement.
Compensation & Benefits
- Salary: $52,000 – $68,000 Base
- Monthly, Quarterly & Annual Bonus Potential
- 100% Paid Health, Dental, and Vision Insurance
- 401(k) with Profit Sharing
- Paid Time Off and Paid Holidays
- Team Incentive Trips and Events
- Growth Path Within the Company
- Supportive, High-Performance Culture
Schedule
- In office: Monday – Friday, 8:30 am – 5:00 pm
- Some evenings required for client or prospect events
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com
Salary : $52,000 - $68,000