Client Experience and Operations Coordinator

Client Experience & Operations Coordinator

Balanced Wealth Management, LLC — East Greenwich / West Warwick Line, RI (In-Office)

About the Role

Balanced Wealth Management is seeking a detail-oriented, personable, and highly organized Client Experience & Operations Coordinator to join our growing team. This role is central to our client experience; you will be the first impression of our firm and a key support partner to our advisors and operations team.

We are a small, collaborative office where every team member plays an important role. The ideal candidate thrives in a fast-paced, client-focused environment and takes pride in creating a warm, professional, and seamless experience for both clients and colleagues.

Key Responsibilities

Client Experience & Front Desk

• Serve as the first point of contact for clients — in person and over the phone
• Greet clients warmly and ensure a welcoming office environment
• Manage incoming calls and route inquiries appropriately

Scheduling & Coordination

• Maintain and coordinate advisor calendars and client appointments
• Assist with scheduling reviews, meetings, and follow-ups

Operations & Administrative Support

• Support the Client Service Manager with submitting annuity and IRA applications (Fidelity platforms)
• Assist with client meeting preparation and post-meeting follow-up communications
• Coordinate with third-party vendors (401(k), 403(b), annuities, broker-dealers) as needed
• Send client cards, gifts, and maintain client touchpoints

Marketing & Communication Support

• Assist in creating and scheduling social media content
• Help manage and maintain the firm’s marketing calendar
• Support planning and execution of bi-weekly client workshops, including preparation, coordination, and follow-up

Qualifications

• Strong interpersonal and communication skills; professional and friendly demeanor
• Highly organized with strong attention to detail
• Ability to manage multiple tasks and prioritize effectively
• Proficiency in Microsoft Office (Excel, Outlook, Word required)
• Comfortable learning financial platforms (Fidelity experience a plus)
• Prior administrative or client service experience preferred (financial services a plus)

What We’re Looking For

• Someone who enjoys being the “face of the firm” and creating a positive client experience
• A proactive team player who takes initiative and follows through
• A dependable, detail-oriented professional who values accuracy and consistency
• Available and ready to start on or before June 1st

Compensation & Benefits

• Hourly position (non-exempt): $24-$26/hour based on experience
• 3 weeks paid time off
• All major holidays paid
• 401(k) with 3% employer match
• Free gym membership at the local gym near the office
• Free on-site parking
• In-office, team-oriented environment

Why Join Us

At Balanced Wealth Management, we pride ourselves on delivering a high-touch, personalized experience to our clients. You’ll be part of a close-knit team where your contributions are valued, and your role has a direct impact on both client satisfaction and firm growth.