What are the responsibilities and job description for the Client Experience & Operations Coordinator position at Axiom Value Financial Services?
The Heart of Our Firm’s SuccessAre you a master of logistics with a passion for hospitality? We are looking for a detail-obsessed, high-energy professional to serve as the operational hub of our financial advisory firm. As the Client Experience & Operations Coordinator, you aren't just managing calendars—you are the architect of the client journey and the strategic partner our advisors rely on to stay productive.The Impact You’ll MakeCommand the Calendar: Act as the primary gatekeeper for five financial advisors, expertly balancing complex schedules to maximize productivity and ensure no client is left waiting.Elevate the Experience: From the moment a client walks through our doors, you own the environment. You’ll ensure our office is pristine, meeting rooms are staged with precision, and every guest feels like a VIP.Master of Logistics: Take the lead on our retirement planning workshops and events. You’ll manage everything from registration to "day-of" execution, ensuring our brand shines in the community.Operational Excellence: Look under the hood of our internal processes. You will help refine CRM workflows and documentation systems, turning "how we work" into a well-oiled machine.Who You AreThe "Air Traffic Controller": You thrive when managing multiple moving parts and can pivot quickly without losing your cool.Detail-Obsessed: You notice the small things—a typo in a document or a coaster out of place—and you fix them before anyone else notices.A Natural Host: You have a "service-first" mindset. You genuinely enjoy making people feel welcome and supported.Proactive Owner: You don’t wait for a "To-Do" list; you see a need and fill it.QualificationsExperience: 2 years in administrative coordination, office management, or high-end client service (experience in finance, law, or medical fields is a major plus).Tech Savvy: Proficient in calendar management tools and CRM systems.Communication: Exceptional verbal and written skills; you can craft a professional email as easily as you can greet a high-net-worth client.Reliability: You take pride in being the person the team can always count on.Company DescriptionWe are a boutique wealth management firm with a warm and family-like atmosphere. We specialize in helping federal government employees with their overall planning. Our goal is simple, we want to make a profound difference in our clients' lives by educating and guiding them so they can make smart and confident decisions and retire happily ever after!Website: https://axiomvaluellc.com/
Salary : $50,000 - $60,000