Demo

Client Experience Coordinator

Northwestern Mutual
Northwestern Mutual Salary
Irvine, CA Full Time
POSTED ON 4/25/2026
AVAILABLE BEFORE 5/24/2026

Client Experience Coordinator


Role: The Client Experience Coordinator represents the face of the firm, delivering The Ultimate Client and Advisor Experience. The Client Experience Coordinator strives to maintain a culture of professionalism and mutual respect in the Client Experience Center. The CEC welcomes and delights our clients and guests and provides a collaborative space to support our teams’ activities. The Client Experience Coordinator possesses service and operational skills. They take immense pride and ownership in ensuring our clients and guests have the best experience when arriving in our office. This person has high attention to detail, natural critical thinking skills, and is anticipatory.


Responsibilities:

  • Institute The Ultimate Client and Advisor Experience throughout the organization.
  • Set the tone for professional expectations among the organization’s members and train new members on these expectations.
  • Provide Office tours to new staff members
  • Suggest ways to improve procedural policies and office aesthetics.
  • Greet guests and make them feel valued. Facilitate any unique requests, a key part of making their visit memorable so must be friendly and knowledgeable about our procedures. Attentively communicate with guests by offering beverages. Provide any relevant information as necessary.
  • Administer conference space reservation system and proactively anticipate needs in conference space; train others to maintain scheduling, react, and adjust accordingly.
  • Coordinate technology needs of CEC with IT personnel to prepare for meetings. Post-meeting follow-up and restoration.
  • Handle facilities management issues and contractor/vendor relations. Handle office refresh and refurbish, as necessary.
  • Serves as a liaison with our Building Property Management Team in addition to the Parking Office.
  • Monthly reporting includes and not limited to; parking validations, postage usage, printing usage, and office supplies.
  • Cost-effectively order all office and CEC supplies.
  • Manage deliveries.
  • Restocking office and kitchen items.
  • Process incoming and outgoing mail
  • Management and distribution of building access cards.
  • Work closely with the Director of Operations on special projects.
  • Assist Director of Marketing with Quarterly newsletter and website.


Qualifications:

  • Bachelor's degree required
  • Basic computer and Microsoft Office experience
  • Multi-line phone experience preferred
  • Customer service experience strongly preferred
  • Ability to handle detailed work with high degree of accuracy
  • Excellent interpersonal skills
  • Experience in problem-solving
  • High level of organizational skills
  • Excellent written and oral communication skills
  • Professional office skills
  • Ability to take independent action to make sound decisions
  • Ability to multi-task
  • Ability to be flexible and open-minded.
  • Ability to work effectively with people at all levels


Compensation: $55,000 - $65,000 (Depending on experience)


Featured benefits:

  • Medical insurance
  • Vision insurance
  • Dental insurance
  • 401(k)
  • Disability insurance
  • Paid Time Off

Salary : $55,000 - $65,000

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