Client Experience Coordinator- Palm Harbor, FL at Advisor Talent Solutions

Palm Harbor, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

06 Aug, 26

Salary

68000.0

Posted On

08 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relations, Appointment Setting, Lead Conversion, Outbound Calling, CRM Management, Event Hosting, Hospitality, Professional Communication, Scheduling, Relationship Building, Office Management, Sales, Customer Experience, Time Management, Digital Efficiency, Multi-system Navigation

Industry

Financial Services

Description

Client Experience Coordinator SimplePath Retirement Location: Palm Harbor, FL (In-Office) Employment Type: Full-Time Salary: $52,000 – $68,000/year (Based on Experience) + Bonus Potential Bonus Potential: Monthly performance bonuses tied to consultation attendance Benefits: Full benefits package including medical, dental, vision, 401(k) with profit sharing, PTO, generous paid holidays, incentive trips, and more. About SimplePath Retirement SimplePath Retirement is a family-owned retirement planning, insurance, and wealth management firm. We’re a boutique firm with high standards, disciplined systems, and a reputation for delivering exceptional client experiences. We help good people live extraordinary lives in retirement, with purpose and dignity — and every relationship begins with a powerful first impression. The Opportunity We are seeking a confident, relationship-driven Client Experience Coordinator to own first impressions, accelerate prospect momentum, and drive consultation flow. This is not a passive front desk role. This is a high-energy, high-visibility position that sits at the center of relationship building and firm growth. You will be the first voice and face of our firm — responding quickly to inbound leads, confidently making outbound follow-up calls, hosting events, and guiding warm prospects toward scheduling consultations. You will operate at the intersection of hospitality, organization, and conversion — delivering a polished, white-glove experience while ensuring our office environment reflects the highest of standards and no opportunity slips through the cracks. You will play a direct role in ensuring our advisors’ calendars stay full and our prospect pipeline continues moving forward. Your Mission Success in this role is measured by responsiveness, consultation flow, and the quality of the SimplePath experience. You will help ensure every interaction with our firm feels welcoming, organized, and purposeful. Your responsibilities include: Prospect Engagement & Appointment Momentum • Respond promptly to inbound leads and inquiries • Contact and confirm all event registrations • Guide qualified prospects toward scheduling consultations with confidence and professionalism • Execute proactive outbound follow-up so no opportunity falls through the cracks • Confirm and prepare prospects so they arrive ready and on time Event & Relationship Engagement • Serve as event host and relationship ambassador at prospect and client events • Capture meaningful personal details that strengthen long-term relationships and enhance client experience • Execute Client Love touchpoints including gifts, milestone outreach, and thoughtful follow-up Front Desk & Office Presentation • Greet clients and guests warmly and professionally • Offer and serve beverages and refreshments to create a welcoming experience • Prioritize and route calls, texts, and mail efficiently • Maintain accurate CRM documentation and scheduling integrity • Ensure conference rooms and client spaces are prepared for each meeting • Maintain a pristine office environment aligned with our brand standards Attributes That Matter Here This role requires someone who consistently shows up with: · High Energy & Sociability: You enjoy meeting new people and building rapport quickly · Persuasive Confidence: You are comfortable guiding conversations toward next steps. · Responsiveness: You move quickly because speed builds trust. · Follow-Through Discipline: You don’t let interested leads go cold or details slip · Relationship Orientation: You genuinely care about people and remember details. · Ownership: You take responsibility for outcomes, not just activity. · Professional Presence: You represent the brand with polish and warmth. · Organizational Strength: You manage schedules, logistics, and details with consistency . · Hospitality Mindset: You create a welcoming, white-glove experience. · Growth Mindset: You want to improve, learn, and elevate your impact. Bring Your “A” Game This role is not suited for someone who prefers passive reception work, reactive follow-up, or behind-the-scenes-only responsibilities. This is a performance-based role in a growth-oriented firm. You will have autonomy — but also accountability. We expect initiative, responsiveness, confidence on the phone, pride in presentation, and measurable results. If you are energized by meeting people, guiding conversations, maintaining an impeccable environment, and converting warm interest into meaningful next steps, this role will feel exciting and rewarding. Required: · 3–5 years of experience in client relations, hospitality, appointment setting, or sales · Proven success in scheduling consultations or converting warm leads into appointments · Strong phone presence and comfort making outbound calls · Fast response habits and high follow-through discipline · Strong typing and computer proficiency (Apple preferred) · CRM experience (Salesforce preferred) · Multi-system navigation and digital efficiency · Strong written and professional communication Preferred: · Experience in financial services, professional services, or luxury brands · Event hosting or client-facing experience · Experience working with high-net-worth clientele Schedule: · In office: Monday – Friday, 8:30am – 5:00pm · Occasional evenings required for after-hour events If you enjoy meeting new people, maintaining an exceptional environment, and helping prospects take the next step toward financial clarity, we encourage you to apply. Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at advisortalentsolutions.com

Responsibilities

The role focuses on managing first impressions by responding to inbound leads and guiding prospects toward scheduling consultations. Additionally, the coordinator manages office presentation, hosts client events, and maintains CRM documentation to ensure a high-end client experience.