Client Experience Coordinator

The Client Experience Coordinator role exists to support the Client Growth team by owning all non-advisory, non-relationship work, allowing CGAs to focus fully on client outcomes, retention, and growth.

Requirements

• Exceptional written communication
• Strong organization and follow-through
• CRM proficiency
• High attention to detail
• Strong escalation judgment

Benefits

• Flexible Unlimited Paid Time Off and Company-wide Holidays
• Employer sponsored Medical, Dental, & Vision plans
• $1,950 annual Employer HSA contribution
• FSA options including dependent care
• Employee assistance program and mental health resources
• Employer match program for 401(k), eligible for both Traditional and Roth accounts
• $1,200 annual wellness reimbursement through JOON
• Access to a state of the art gym at our HQ in Las Vegas