Client Events & Experience Coordinator

Client Events & Experience Coordinator

About the Company

We are a growing retirement-focused financial planning firm dedicated to helping individuals and families retire with confidence. Through educational workshops, client events, media outreach, and personalized planning, we strive to create an exceptional experience for every prospect and client we serve.

Our team culture is professional, positive, fast-paced, and relationship-driven. We are looking for someone who genuinely enjoys helping people, staying organized, and creating great experiences from the first phone call through the workshop event itself.

This is an excellent opportunity for someone with a hospitality, restaurant, event coordination, customer service, retail sales, or client experience background who is looking for a long-term career with advancement opportunity.

About the Role

We are hiring a Client Events & Experience Coordinator to help organize and execute our educational retirement workshops and support the day-to-day client experience in our office.

This role is ideal for someone who is highly organized, personable, detail-oriented, and comfortable juggling multiple responsibilities while maintaining a warm and professional attitude.

Responsibilities Include:

Scheduling, organizing, and coordinating retirement workshops and events

Working workshops and helping ensure events run smoothly

Calling and texting prospects prior to workshops to confirm attendance

Answering incoming office phone calls professionally

Assisting with appointment scheduling and confirmations

Managing CRM data entry and tracking workshop/client analytics

Inputting and organizing information from workshops and client meetings

Supporting ongoing marketing and client communication efforts

Helping create an outstanding first impression for prospects and clients

Schedule

Typical office hours are Monday–Friday, 9:00 AM – 5:00 PM

Up to two evenings per week working workshops (typically 12:00 PM – 8:00 PM those days)

Weekends are generally off

What We’re Looking For

Preferred Background:

Hospitality

Restaurant management or serving

Event coordination

Retail Sales

Customer service

Administrative/client support

Ideal Traits:

Friendly and professional communication skills

Strong organizational ability

Comfortable multitasking in a fast-paced environment

Detail-oriented and dependable

Tech-comfortable and able to learn CRM systems

Positive attitude and team mentality

Compensation & Benefits

Compensation:

Approximately $50,000 - $55,000 annual salary (based on experience)

Up to $6,000 performance bonus opportunity

Benefits:

70% employer-paid medical, dental, and healthcare benefits

6% company 401(k) match

Paid vacation

Paid sick days

9 paid holidays annually

Advancement and growth opportunities within the company

If you enjoy creating exceptional experiences, keeping things organized, and being part of a growing company that values people and professionalism, we’d love to hear from you.