Client Experience Coordinator

Job Description

Description:

The Client Experience Coordinator delivers a high-level client and adviser experience by managing the preparation, processing, and maintenance of client accounts and plans. This role works closely with Advisers and Operations Team members to ensure accurate execution of custodial paperwork, CRM updates, and client service requests.

Essential Duties & Responsibilities

• Prepare and process documentation to open, close, service, and maintain client accounts
• Coordinate with custodians to submit, track, and resolve