What are the responsibilities and job description for the Client Experience Coordinator position at Berkshire Money Management?
Client Experience Coordinator
Williamstown Office | Berkshire Money Management
Job Purpose
The Client Concierge Experience Coordinator is the first face, voice, and impression of Berkshire Money Management’s Williamstown office. This role blends high-touch client service with front-office support, ensuring clients, visitors, and team members experience a warm, professional, and well-run environment from the moment they arrive or reach out.
This position is ideal for someone who is organized, service-driven, people-focused, and excited to grow within a collaborative firm.
Key Responsibilities
Client Experience Coordinator
- Serve as the primary point of contact for clients via phone, email, and in-person interactions
- Deliver a welcoming, polished, and friendly first impression for all clients and visitors
- Assist with client onboarding by coordinating paperwork, and internal handoffs
- Schedule client meetings, confirm appointments, and prepare meeting materials as needed
- Monitor and follow up on client requests to ensure timely resolution and satisfaction
- Act as a liaison between clients, advisors, and internal teams to ensure clear communication
- Maintain accurate and up-to-date client records in the firm’s CRM system – Currently AdvisorEngine
- Prepare client correspondence such as meeting reminders, thank-you notes, and follow-ups
- Support client events, appreciation initiatives, and special office activities
Front Office & Administrative Operations
- Greet and direct visitors to appropriate offices or conference rooms
- Answer, screen, and route incoming calls, emails, and general inquiries
- Set up, maintain, and break down conference rooms for meetings
- Oversee mail, packages, deliveries, and courier coordination
- Maintain office calendars and assist with scheduling as needed
- Perform clerical duties including filing, document organization, data entry, and copying
- Ensure the reception area and office common spaces remain tidy, stocked, and presentable
- Manage office supply inventory and ensure the Williamstown office is fully stocked
- Monitor front desk security procedures and visitor protocols
Professional Growth
This role has historically been a strong entry point into the financial services industry at BMM. While growth is not required, the position offers exposure to advisors, operations, marketing, and client service, allowing motivated teammates to explore where they can add the most value over time.
Qualifications & Skills
- Strong desire to deliver exceptional client service and build lasting relationships
- Excellent verbal and written communication skills with a warm, professional demeanor
- Highly organized with the ability to manage multiple priorities and deadlines
- Detail-oriented and proactive in problem-solving
- Comfortable using CRM systems and Microsoft Office (experience with AdvisorEngine, Tamarac, or Schwab is a plus)
- Ability to work collaboratively while also taking initiative independently
Physical Demands
The physical demands described here are representative of those that must be met to perform the essential functions of this role. The position regularly requires talking, hearing, standing, walking, using hands and arms, and close vision. Occasional travel to local events or appointments may be required.