What are the responsibilities and job description for the Client Experience Coordinator position at McKenna Financial?
We’re Hiring! Client Experience Coordinator
McKenna Financial | Bozeman, MT | Full-Time
Join a family firm where relationships matter.
McKenna Financial is a three-generation family firm serving individuals and families across the country with their insurance and financial needs. We believe great service is personal, responsive and built on relationships.
We’re looking for an upbeat, dependable and highly organized Client Experience Coordinator to join our team in Bozeman. This person will play an important role in creating an exceptional client experience while providing reliable support to our advisors and team.
The right person enjoys both people and details. You take ownership, follow through, stay organized and genuinely enjoy helping others. Financial services experience is helpful but not required—we can teach the industry. We’re most interested in finding someone with the right attitude, work ethic and desire to learn.
What You'll Do
- Welcome and assist clients by phone and in person with warmth and professionalism
- Respond to client questions, service requests and scheduling needs
- Proactively follow up with clients and ensure requests are completed
- Prepare and process account service paperwork across multiple platforms
- Maintain accurate client records, profiles and electronic files
- Support advisors with meeting preparation, reports and follow-up
- Learn and confidently navigate the technology we use
- Help keep the office organized, professional and welcoming
- Look for ways to improve processes and the overall client experience
Who We're Looking For
You’ll thrive in this role if you are:
- Positive and people-oriented — you naturally make others feel welcome and cared for
- Dependable — people can count on you to do what you say you’ll do
- Organized and detail-oriented — you enjoy creating order and keeping things on track
- Proactive — you notice what needs to happen and take initiative
- A strong follow-through person — you like closing loops and completing tasks
- Self-motivated — you can work independently without needing constant direction
- Eager to learn — you ask questions, learn new systems and want to keep growing
- Team-oriented — you enjoy contributing to a close-knit, small-office environment
Qualifications
- 1–3 years of customer service, client service or administrative experience preferred
- Strong communication, organization and problem-solving skills
- Intermediate Microsoft Word, Excel and Outlook skills
- Ability to learn and navigate multiple technology platforms
- Ability to successfully complete required background and fingerprint checks
- Willingness to pursue applicable industry licensing in the future
What We Offer
- Health, life insurance & disability insurance
- Paid time off
- Retirement plan
- Bonus opportunities
- Professional development and opportunities to grow within the role
- Including, licensure in Life & Health Insurance as well as the Securities Industry
Schedule: Monday–Friday
Location: In person in Bozeman, MT
Job Type: Full-time
Why McKenna Financial?
Our clients trust us with important parts of their lives, and we want every interaction with our firm to leave them feeling known, valued and well cared for.
If you enjoy helping people, take pride in doing things well, follow through on the details and want to grow as part of a close-knit family firm, we’d love to meet you.
Job Type: Full-time
Pay: $23.00 - $27.00 per hour
Benefits:
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
Ability to commute/relocate:
- Bozeman, MT 59715: Reliably commute or planning to relocate before starting work (Required)
Work Location: In person
Salary : $23 - $27