Where is this Client Experience Coordinator - Tampa, FL job located?

Tampa, Florida, 33603, United States

What type of employment is offered for this Client Experience Coordinator - Tampa, FL role?

Full-time or part-time position

What industry does this Client Experience Coordinator - Tampa, FL position belong to?

This role spans multiple industries.

What is the expected salary for this Client Experience Coordinator - Tampa, FL job?

Compensation will be discussed during the hiring process.

How can I apply for the Client Experience Coordinator - Tampa, FL position at Advisor Talent Solutions?

You can apply directly through the application link provided.

Client Experience Coordinator - Tampa, FL at Advisor Talent Solutions | Jobs and Employment

Position: Client Experience Coordinator

Firm: Mosaic Financial Group

Location: Tampa, FL

Overview:

Mosaic Financial Group is a dedicated financial planning firm based in Tampa, FL. We value doing the right thing and always prioritize people over profit. As our Client Experience Coordinator, you will serve as the welcoming face and voice of our company, creating a positive experience for clients and visitors. In addition, you will support our social media efforts and organize client events to further enhance our client relationships.

This role is ideal for a self-starter with a strong background in client service, administrative support, and event planning who thrives in a fast-paced, client-focused environment.

What you’ll do:

Client Experience & Administrative Support:

Serve as a friendly, professional first point of contact for clients—both in-person and over the phone
Schedule appointments and manage advisor calendars
Manage client database and maintain accurate records
Follow up with clients and prospects to support relationship development
Create and publish engaging content across various social media platforms to maintain an active online presence
Assist with marketing efforts and general office operations
Perform additional administrative duties as assigned

Event Planning & Coordination:

Plan, coordinate, and execute client events and seminars
Research and manage relationships with venues, caterers, and vendors
Develop event budgets and timelines, ensuring smooth execution from start to finish
Promote events through email, social media, and other platforms
Manage guest communications, registrations, and RSVPs
Handle event setup, breakdown, and on-site logistics
Collect post-event feedback to improve future planning

What We’re Looking For:

High School Diploma
2+ years’ of relevant experience
Demonstrates strong proficiency and confidence working across various platforms and operating systems; CRM (Redtail) and Microsoft Office Suite
Excellent communication; written and verbal
Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
Collaborative team player willing to assist others
Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
Exhibits meticulous attention to detail and a commitment to accuracy
Self-starter who takes initiative and works well independently
Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

What You’ll Get:

Pay & Perks:

$60k - $65k/year + bonus potential
Healthcare stipend
PTO
Retirement plan

Schedule:

Monday – Friday, 9am-5pm
Occasional evenings required for client 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

Client Experience Coordinator - Tampa, FL at Advisor Talent Solutions – Tampa, Florida

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