Customer Service Coordinator - Greater Tampa Bay, FL at Advisor Talent Solutions

Gibsonton, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

30 Sep, 26

Salary

68000.0

Posted On

02 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relations, Hospitality, Office Coordination, Administrative Support, Phone Etiquette, Written Communication, Organization, Attention To Detail, Apple/Mac Proficiency, CRM Management, Salesforce, Event Planning

Industry

Financial Services

Description

Customer Service Coordinator Location: Greater Tampa Bay, FL (In-Office) Employment Type: Full-Time Salary: $52,000 – $68,000/year (Based on Experience) + monthly bonus potential Benefits: Full benefits package including fully paid medical, dental, vision, 401(k) with profit sharing, PTO, generous paid holidays, incentive trips, and more. About SimplePath SimplePath Wealth Management is a boutique retirement planning, insurance, and wealth management firm dedicated to helping good people live extraordinary lives in retirement — with clarity, confidence, purpose, and dignity. We are known for: * High standards and attention to detail * Exceptional client experience * Thoughtful planning and execution * A warm, professional, relationship-driven culture * Doing things the right way, without cutting corners The Opportunity We are hiring a Customer Service Coordinator to serve as the welcoming face and voice of SimplePath Wealth Management. This role sits at the center of our client experience. You will greet clients, answer phones, prepare meeting rooms, serve refreshments, support scheduling, manage client appreciation touchpoints, assist with events, and help keep our office environment beautiful, polished, and welcoming. If you love people, take pride in thoughtful service, enjoy creating order and beauty, and find fulfillment in making others feel cared for, this role will energize you. If you want a role where you can hide behind a computer all day, this is not it. Your Mission * You will own first impressions, hospitality, and client relationship touchpoints while helping the office run smoothly and professionally each day. * Warmly greet and welcome clients, prospects, guests, and visitors * Answer, prioritize, and route phone calls, texts, mail, and visitor communications * Prepare conference rooms, refreshments, beverages, and client-facing spaces before each meeting * Support scheduling, appointment confirmations, meeting readiness, and advisor preparation * Manage Client Love touchpoints, including birthday texts, cards, gifts, sympathy touches, milestone gifts, and thoughtful follow-up * Maintain accurate client and prospect records in Salesforce and related systems * Assist with event preparation, guest check-in, hospitality, setup, cleanup, and follow-up * Maintain the cleanliness, organization, ambiance, and aesthetics of common areas and client spaces What You’ll Need To Bring Required: * 3+ years in client relations, hospitality, reception, office coordination, professional services, or administrative support * Exceptional in-person presence, phone etiquette, and written communication * Strong organization, follow-through, and attention to detail * Comfort managing recurring routines, checklists, and administrative workflows * Strong typing and computer proficiency; Apple/Mac experience preferred * Comfort learning CRM systems, scheduling tools, text services, phones, scanners, printers, and office technology * Ability to work in a fast-paced, professional, high-expectation environment Preferred: * Experience in financial services, professional services, luxury hospitality, high-end medical/dental, private clubs, real estate, or concierge environments * Salesforce or CRM experience * Event support or high-touch client hospitality experience * Experience working with high-net-worth clientele Growth Path This role is designed to grow with the firm, with multiple paths towards advancement. Compensation & Benefits * Salary: $52,000 – $68,000 Base * Monthly, Quarterly & Annual Bonus Potential * 100% Paid Health, Dental, and Vision Insurance * 401(k) with Profit Sharing * Paid Time Off and Paid Holidays * Team Incentive Trips and Events * Growth Path Within the Company * Supportive, High-Performance Culture Schedule * In office: Monday – Friday, 8:30 am – 5:00 pm * Some evenings required for client or prospect events 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

Serve as the primary point of contact for clients by managing hospitality, greeting visitors, and coordinating office aesthetics. Handle administrative tasks including scheduling, phone routing, and maintaining client records in Salesforce.