Client Experience Coordinator

Join a Team That Makes a Difference

At Hackenberg Financial Group, we’re more than a financial planning firm—we’re a family-owned business dedicated to helping individuals and families achieve their financial goals with confidence. We believe exceptional financial advice starts with exceptional relationships, and every interaction is an opportunity to make someone feel welcomed, valued, and cared for.

As we continue to grow, we’re looking for a Client Experience Coordinator who is organized, personable, and passionate about delivering outstanding service. This role is perfect for someone who enjoys building relationships, thrives in a fast-paced environment, and takes pride in keeping things running smoothly behind the scenes.

If you’re looking for a long-term career with a team that genuinely cares about its clients and one another, we’d love to meet you.

What You’ll Do

As the Client Experience Coordinator, you’ll play a vital role in creating a seamless and memorable experience for every client while supporting our advisors and office operations.

Client Experience

· Welcome clients and visitors, creating a warm and professional first impression.

· Serve as the primary point of contact for clients on behalf of the advisors.

· Answer incoming phone calls and respond to client inquiries promptly and professionally.

· Schedule and confirm client appointments.

· Follow up with clients regarding outstanding paperwork, account requests, and service needs.

· Prepare materials and documentation for client meetings.

· Coordinate account deliveries and ensure clients receive all necessary information.

Operations & Administration

· Manage the prospect-to-client onboarding process and workflow.

· Collect information needed for insurance, annuity, and investment applications.

· Process new business applications accurately and submit paperwork to carriers.

· Monitor application status, account funding, and account setup through completion.

· Process account transactions and maintain accurate client records.

· Enter and maintain client information in the firm’s CRM and other software systems.

· Generate reports and assist advisors with daily workflow and office operations.

· Complete licensing and registration paperwork as required.

Marketing & Events

· Assist with planning and coordinating client appreciation events, educational seminars, and workshops.

· Support marketing campaigns and client communications.

· Participate in occasional evening events throughout the year.

What We’re Looking For

We’re looking for someone who enjoys helping others, pays close attention to detail, and takes ownership of their work.

Qualifications

· 2 years of administrative, client service, or office support experience preferred.

· Previous experience in the financial services or financial advisory industry is preferred.

· High school diploma or equivalent required.

· Proficiency in Microsoft Office, including Excel.

· Experience with CRM software is a plus.

Skills & Attributes

· Exceptional customer service and interpersonal skills.

· Strong verbal and written communication.

· Outstanding organizational and time-management abilities.

· High attention to detail and accuracy.

· Ability to prioritize multiple responsibilities in a fast-paced environment.

· Self-motivated with the ability to work independently.

· Positive attitude and willingness to learn.

· Professional appearance and demeanor.

Compensation & Benefits

· Salary: $45,000–$52,000 annually (based on experience)

· Health Insurance

· Retirement Plan

· Paid Time Off

· Paid Holidays

· Professional Development & Training

· Opportunities for career advancement

Why Join Hackenberg Financial Group?

At Hackenberg Financial Group, you’ll be part of a close-knit team where your contributions truly matter. We invest in our people, celebrate successes together, and are committed to helping both our clients and our employees build brighter futures.

If you’re passionate about delivering exceptional service and want to build a rewarding career with a growing financial planning firm, we’d love to hear from you.

Apply today and become part of the Hackenberg Financial Group family.