Client Experience Coordinator - Tampa, FL

Position: Client Experience Coordinator

Firm: Mosaic Financial Group

Location: Tampa, FL

Overview:

Mosaic Financial Group is a dedicated financial planning firm based in Tampa, FL. We value doing the right thing and always prioritize people over profit. As our Client Experience Coordinator, you will serve as the welcoming face and voice of our company, creating a positive experience for clients and visitors. In addition, you will support our social media efforts and organize client events to further enhance our client relationships.

This role is ideal for a self-starter with a strong background in client service, administrative support, and event planning who thrives in a fast-paced, client-focused environment.

What you’ll do:

Client Experience & Administrative Support:

• Serve as a friendly, professional first point of contact for clients—both in-person and over the phone
• Schedule appointments and manage advisor calendars
• Manage client database and maintain accurate records
• Follow up with clients and prospects to support relationship development
• Create and publish engaging content across various social media platforms to maintain an active online presence
• Assist with marketing efforts and general office operations
• Perform additional administrative duties as assigned
  
  
  

Event Planning & Coordination:

• Plan, coordinate, and execute client events and seminars
• Research and manage relationships with venues, caterers, and vendors
• Develop event budgets and timelines, ensuring smooth execution from start to finish
• Promote events through email, social media, and other platforms
• Manage guest communications, registrations, and RSVPs
• Handle event setup, breakdown, and on-site logistics
• Collect post-event feedback to improve future planning
  
  
  

What We’re Looking For:

• High School Diploma
• 2 years’ of relevant experience
• Demonstrates strong proficiency and confidence working across various platforms and operating systems; CRM (Redtail) and Microsoft Office Suite
• Excellent communication; written and verbal
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Collaborative team player willing to assist others
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Exhibits meticulous attention to detail and a commitment to accuracy
• Self-starter who takes initiative and works well independently
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
  
  
  

What You’ll Get:

Pay & Perks:

• $60k - $65k/year bonus potential
• Healthcare stipend
• PTO
• Retirement plan
  
  
  

Schedule:

• Monday – Friday, 9am-5pm
• Occasional evenings required for client 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