Client Experience Coordinator

Position Title: Client Experience Coordinator

Department: Client Experience & Administration

Location: Topeka, Kansas

Reports To: Leadership

About Cordell Wealth Management

Cordell Wealth Management is a premier wealth advisory firm dedicated to delivering bespoke financial planning and investment management solutions. As our client family continues to grow, we're looking for a polished, high-touch professional to be the signature face and voice of our Topeka office.

The Role

You are the architect of our client’s first impression. More than managing front-desk logistics, you set an atmosphere of white-glove hospitality, discretion, and warmth for high-net-worth families, business owners, and trusted partners. This role is a vital operational anchor with long-term opportunities to grow within our advisory practice.

Key Responsibilities

• White-Glove Hospitality: Greet clients warmly, curate premium beverage service, and maintain an immaculate, welcoming executive reception environment.
• First-Touch Communication: Manage incoming multi-line calls with poise and discretion, triaging inquiries directly to advisory and operations teams.
• Meeting Experience: Prepare executive conference rooms for high-stakes client presentations (technology setup, printed materials, catering/refreshments), ensuring seamless transitions between appointments.
• Operational Flow: Securely handle sensitive financial correspondence, manage executive mailings, oversee office inventory, and coordinate digital document intake.
• Team Support: Partner with Wealth Advisors on administrative workflows and internal projects.

Qualifications & Profile

• Experience: 2 years of experience in high-touch customer service, executive administration, luxury hospitality, or professional services (wealth management, legal, or banking experience is a distinct advantage).
• Poise & Communication: Articulate, professional verbal and written presence with high emotional intelligence.
• Strict Discretion: Absolute commitment to maintaining client confidentiality and data security.
• Tech Savvy: Proficient in Microsoft 365 (Outlook, Word, Excel) and comfortable adapting to modern CRM software.
• Proactive Disposition: Highly organized, observant, and proactive in anticipating advisor and client needs before they are voiced.

What We Offer

• Professional Growth: Direct mentorship and clear career advancement pathways into Wealth Management Operations and Client Service.
• Compensation: $17.00 – $20.00 / hour, based on experience.
• Comprehensive Benefits: Firm-sponsored health, dental, and vision coverage.
• Retirement: 401(k) plan with company match.
• Time Off: Generous Paid Time Off (PTO) plus observed Holidays.

How to Apply

Submit your resume along with a brief note detailing your philosophy on delivering exceptional client service to careers@cordellwealth.com.