Client Experience Coordinator
Location: Bellevue, WA (In-office)
Schedule: Full-Time, Monday–Friday, 8:00 a.m.–5:00 p.m. (flexible start/end times)
Compensation & Benefits: DOE + bonus potential, health insurance, retirement plan, paid vacation, holidays, and sick leave
About You
Do you love creating exceptional client experiences? Are you tech-savvy, organized, and proactive? If you’re a problem-solver who thrives in a collaborative environment and enjoys making a meaningful impact, we want you on our team!
You’re a great fit if you:
Communicate clearly and professionally (written and verbal)
Are highly organized and detail-oriented
Go the extra mile for clients and teammates
Bring energy, enthusiasm, and a positive attitude
Enjoy learning and finding new ways to add value
Are resourceful and self-motivated
Can prioritize, manage projects, and meet deadlines
Work well independently and as part of a team
Maintain professionalism while having fun
About the Role
As our Client Experience Coordinator, you’ll be the go-to person for ensuring clients receive exceptional service and communication. You’ll manage processes, track requests, and support advisors while enhancing our client experience through systems and creative solutions.
Key Responsibilities: Client Service
Provide consistent, timely communication and support
Prepare and process service requests and new accounts
Document interactions in CRM (Redtail experience a plus)
Track submissions from start to finish
Handle general administrative tasks
Key Responsibilities: Marketing Support
Assist with social media, website updates (WordPress), and content delivery
Manage client database and Mailchimp communications
Help with presentations, newsletters, and event planning
Support podcast/blog management and PR campaigns
About Us
We’re a boutique financial planning firm in Bellevue, WA, specializing in complex estate and charitable planning. Our mission: empower clients to live purpose-filled lives and leave lasting legacies. We’ve been recognized as a Top Wealth Manager by Seattle Magazine for 10+ years, thanks to our expertise, exceptional service, and warm, family-like culture.
What We Offer
Competitive salary + variable bonus
Health insurance, retirement plan
Paid vacation, holidays, and sick leave
A collaborative, growth-oriented environment
How to Apply
Email your cover letter and resume. Tell us why you’re an excellent fit and include your salary expectations.
