Client Experience Coordinator

Client Experience Coordinator

Imagine a world where a client’s retirement isn’t the end of the story but the beginning of a life full of joy, purpose and dignity. At Simple Path Retirement, we’re creating that world every single day. For high-net-worth families, women, and business owners, we simplify the complex and deliver clarity where it matters most: their financial future.

The Mission You’ll Join

You’ll join a team of elite professionals obsessed with delivering a white-glove clients experience that is unforgettable. You’ll work hand in hand with advisors and a dedicated operations team to ensure every touch point, whether it’s a phone call or a client gift, feels like magic.

The mission?

To help good people live extraordinary lives in retirement- with purpose and dignity. And you’ll be right at the heart of it.

How We Work

We go the extra mile every time.

We believe luxury is in the details.

We measure our success in gratitude, not just growth.

Keep Reading Only If You’re Saying, “HECK YES!”

Because we don’t do average. We do exceptional.

We don’t want someone looking for “a job”.

We want someone looking to make a lasting impact.

The Role: CLIENT EXPERIENCE COORDINATOR

What You’ll Do:

You’ll lead the charge in creating unforgettable experiences for clients and prospects. You’ll turn logistics into love and tasks into thoughtful touches that elevate our brand. Your role will ensure every detail- calendars, communication, gifts, events, and office ambiance- is executed flawlessly.

How You Help Us Win:

By ensuring our clients and prospects feel valued, heard, and deeply cared for at every step. You’ll become the emotional heartbeat of the firm – where planning meets purpose and precision meets passion.

You Will LOVE This Role If You Enjoy:

1. Coordinating calendars and scheduling like a master chess player -always three moves ahead.
2. Responding to clients with grace, empathy, and confidence via phone, email, and text.
3. Proactively reaching out to stalled leads and converting them into warm relationships.
4. Managing our CRM like a pro, ensuring no detail gets lost in the shuffle.
5. Creating moments of delight with curated gifts, thoughtful touches, and beautifully executed events.
6. Ensuring every client interaction feels seamless, high touch, and emotionally resonant.

You’re a High Achiever If You:

• Are polished and personable, with a gift for making others feel special.
• Are a natural relationship builder who knows how to win hearts (and follow up like a pro)>
• Have an impeccable eye for detail and take pride in executing every task to perfection.
• Thrive on being organized, systematic, and tech-savvy- you love Apple products, CRMs, and keeping workflows clean.
• Are empathetic and service-oriented, always anticipating needs before they’re spoken.
• Are proactive, resourceful, and resilient- you don’t wait to be told what needs to be done, you just do it.
• Hold yourself to elite standards- you want to be a part of something meaningful, not just clock in and out.

What you Get:

• Salary of $50,000 - $65,000 BOE, plus bonuses
• Fully paid health, dental, vision, life & disability insurance
• $1400/year clothing allowance
• 401k profit sharing
• Generous PTO, 14 paid holidays paid birthday day
• Paid lunches & unlimited snacks
• Professional training and career development
• Incentive trips, team activities, perks, and other paid services
• An absolutely beautiful office environment you’ll be proud to walk into every day

Hours:

• Monday – Friday: 8:30 am – 5:00 pm
• Some event attendance

Are you ready to build something bigger than a career?

Are you ready to be part of something exceptional?

Apply now and let’s create extraordinary lives—together.

Presented by Advisor Employee Services. Thank you for your interest in the Client Experience Coordinator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!