Client Experience Coordinator

The AmeriFlex Group® Santa Barbara, CA

Location: Santa Barbara, CA — in-office (this is not a remote or hybrid role)
Job Type: Full-time or near full-time (approximately 30–40 hours/week)
Reports To: Hannah Buschbom, Chief Transitional Wealth Planner, and Daniela Dunne, AmeriFlex® Premier Planner
Compensation: $42,000–$55,000 per year, depending on experience, plus benefits

About The AmeriFlex Group

The AmeriFlex Group is a registered investment advisory firm dedicated to providing exceptional, highly personalized financial services to our clients. Our Santa Barbara office is our flagship location, and we pride ourselves on professionalism, integrity, and genuine care in every client interaction. We believe the experience of working with us should feel as considered and welcoming as the advice itself.

The team you’d be supporting is a fast-growing, technology-forward group building out our transitional wealth planning services nationwide — dynamic, collaborative, and expanding.

We are a highly collaborative team that values professionalism, kindness, initiative, and a genuine desire to help others.

About the Role

We are looking for a polished, energetic Client Experience Coordinator to be the welcoming face of our Santa Barbara office. Internally, we refer to this role as our “First Impressions Director” because this person helps shape the client experience from the moment someone walks through our doors. This is an in-office role collaborating with our team members who operate out of the Santa Barbara office.

We are looking for someone with experience either in financial services or in a relevant, fast-paced field — dynamic hospitality, events, or nonprofit work. If you know how to anticipate needs and make people feel genuinely taken care of, those instincts are exactly what this role rewards. While we are excited to provide a consistent, stable service experience to our in-person clients in the greater Santa Barbara area, for the right person, this role offers meaningful long-term growth opportunities within financial services and wealth planning.

What You’ll Do

• Greet clients warmly and ensure every visitor has a polished, comfortable experience from the moment they arrive
• Welcome and support team members visiting from our other offices, helping them feel at home and set up workstations
• Schedule client meetings, coordinate conference rooms, and prepare them ahead of time, including tech setup, refreshments, and reset afterward
• Answer and direct incoming phone calls professionally
• Coordinate and receive client mailings and deliveries
• Keep the office running smoothly behind the scenes — organized files, document prep, scanning, mail, and the operational details that keep everything running seamlessly
• Maintain a polished, organized, client-ready office environment
• Assist with planning and coordinating client meetings and events
• Support a monthly local networking event at a Santa Barbara–area venue — preparing agendas, coordinating RSVPs, and helping the event run seamlessly
• Document client conversations and maintain confidential client information accurately in our CRM database
• Take on increasing responsibility over time and, for the right person, learn the fundamentals of wealth planning and financial services

What You’ll Bring

• Service experience from a guest-facing role — nonprofit donor management, front desk, host, guest services, restaurant or hotel work, or similar
• Exceptional discretion, tact, and a demonstrated ability to maintain strict confidentiality
• A warm, professional presence and genuine pride in taking care of people
• Strong organization and attention to detail
• Clear, professional written and verbal communication skills
• Initiative and reliability — you follow through on tasks promptly and notice what needs doing before being asked
• Comfort with everyday computer applications (teleconferencing, Microsoft Office, databases, spreadsheets) and an aptitude for learning new systems
• The ability to manage multiple priorities calmly in a busy office
• Punctuality and dependability
• Genuine eagerness to learn — whether that means mastering this role or growing into the financial services profession over time
• Bachelor’s degree a plus, but not required

What We Offer

• Competitive compensation and benefits will be structured based on experience, qualifications, and agreed-upon schedule
• Reimbursement for approved professional development expenses
• Customized career development process
• Benefits eligibility is based on regularly scheduled hours and company policy; waiting period may apply
• A beautiful, collegial Santa Barbara work environment

Work Environment & Physical Demands

This position is primarily based in our Santa Barbara office during standard business hours, with a schedule of approximately 30–40 hours per week. The office environment is professional with moderate noise levels. Occasional additional hours may be required for specific events with advance notice; travel is rarely necessary. The role is mostly sedentary but involves occasional lifting and bending (for example, restocking supplies or setting up meeting spaces). The ability to read written text, use a computer, and communicate effectively is essential.

Additional Information

This job description is subject to change, and additional duties may be assigned by management as needed. The AmeriFlex Group reserves the right to revise this job description at any time. Employment is at-will, and either party may terminate the employment relationship at any time. The AmeriFlex Group is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, marital status, pregnancy, medical condition, genetic information, military or veteran status, or any other characteristic protected by applicable federal, state, or local law.

Ready to build your career with a team that values professionalism, integrity, and genuine hospitality? Apply now to become our next Client Experience Coordinator.

Pay: $42,000.00 - $55,000.00 per year

Education:

• Bachelor's (Preferred)

Experience:

• executive assistant or management: 5 years (Preferred)

Location:

• Santa Barbara, CA 93108 (Preferred)

Work Location: In person

Salary : $42,000 - $55,000