{"id":104147,"date":"2026-09-09T20:52:58","date_gmt":"2026-09-09T20:52:58","guid":{"rendered":"https:\/\/www.monmouth.edu\/career-development\/job\/client-experience-coordinator\/"},"modified":"2026-10-05T08:27:31","modified_gmt":"2026-10-05T12:27:31","slug":"client-experience-coordinator","status":"publish","type":"ch_job","link":"https:\/\/www.monmouth.edu\/career-development\/job\/client-experience-coordinator\/","title":{"rendered":"Client Experience Coordinator"},"content":{"rendered":"

At Hackenberg Financial Group, we\u2019re more than a financial planning firm\u2014we\u2019re a small family-owned business dedicated to helping individuals and families achieve their financial goals with confidence. We believe exceptional financial advice starts with exceptional relationships, and every interaction is an opportunity to make someone feel welcomed, valued, and cared for.<\/p>\n

As we continue to grow, we\u2019re looking for a Client Experience Coordinator<\/strong> who is organized, personable, and passionate about delivering outstanding service. This role is perfect for someone who enjoys building relationships, thrives in a fast-paced environment, and takes pride in keeping things running smoothly behind the scenes.<\/p>\n

If you\u2019re looking for a long-term career with a team that genuinely cares about its clients and one another, we\u2019d love to meet you.<\/p>\n

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What You\u2019ll Do<\/strong><\/p>\n

As the Client Experience Coordinator, you\u2019ll play a vital role in creating a seamless and memorable experience for every client while supporting our advisors and office operations.<\/p>\n

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Client Experience<\/strong><\/p>\n

\u00b7 Welcome clients and visitors, creating a warm and professional first impression.<\/p>\n

\u00b7 Serve as the primary point of contact for clients on behalf of the advisors.<\/p>\n

\u00b7 Answer incoming phone calls and respond to client inquiries promptly and professionally.<\/p>\n

\u00b7 Schedule and confirm client appointments.<\/p>\n

\u00b7 Follow up with clients regarding outstanding paperwork, account requests, and service needs.<\/p>\n

\u00b7 Prepare materials and documentation for client meetings.<\/p>\n

\u00b7 Coordinate account deliveries and ensure clients receive all necessary information.<\/p>\n

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Operations & Administration<\/strong><\/p>\n

\u00b7 Manage the prospect-to-client onboarding process and workflow.<\/p>\n

\u00b7 Collect information needed for insurance, annuity, and investment applications.<\/p>\n

\u00b7 Process new business applications accurately and submit paperwork to carriers.<\/p>\n

\u00b7 Monitor application status, account funding, and account setup through completion.<\/p>\n

\u00b7 Process account transactions and maintain accurate client records.<\/p>\n

\u00b7 Enter and maintain client information in the firm\u2019s CRM and other software systems.<\/p>\n

\u00b7 Generate reports and assist advisors with daily workflow and office operations.<\/p>\n

\u00b7 Complete licensing and registration paperwork as required.<\/p>\n

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Marketing & Events<\/strong><\/p>\n

\u00b7 Assist with planning and coordinating client appreciation events, educational seminars, and workshops.<\/p>\n

\u00b7 Support marketing campaigns and client communications.<\/p>\n

\u00b7 Participate in occasional evening events throughout the year.<\/p>\n

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What We\u2019re Looking For<\/strong><\/p>\n

We\u2019re looking for someone who enjoys helping others, pays close attention to detail, and takes ownership of their work.<\/p>\n

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Qualifications<\/strong><\/p>\n

\u00b7 2+ years of administrative, client service, or office support experience preferred.<\/p>\n

\u00b7 Previous experience in the financial services or financial advisory industry is preferred.<\/p>\n

\u00b7 High school diploma or equivalent required.<\/p>\n

\u00b7 Proficiency in Microsoft Office, including Excel.<\/p>\n

\u00b7 Experience with CRM software is a plus.<\/p>\n

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Skills & Attributes<\/strong><\/p>\n

\u00b7 Exceptional customer service and interpersonal skills.<\/p>\n

\u00b7 Strong verbal and written communication.<\/p>\n

\u00b7 Outstanding organizational and time-management abilities.<\/p>\n

\u00b7 High attention to detail and accuracy.<\/p>\n

\u00b7 Ability to prioritize multiple responsibilities in a fast-paced environment.<\/p>\n

\u00b7 Self-motivated with the ability to work independently.<\/p>\n

\u00b7 Positive attitude and willingness to learn.<\/p>\n

\u00b7 Professional appearance and demeanor.<\/p>\n

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Compensation & Benefits<\/strong><\/p>\n

\u00b7 Salary:<\/strong> $45,000\u2013$52,000 annually (based on experience)<\/p>\n

\u00b7 Health Insurance<\/p>\n

\u00b7 Retirement Plan<\/p>\n

\u00b7 Paid Time Off<\/p>\n

\u00b7 Paid Holidays<\/p>\n

\u00b7 Professional Development & Training<\/p>\n

\u00b7 Opportunities for career advancement<\/p>\n

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Why Join Hackenberg Financial Group?<\/p>\n

At Hackenberg Financial Group, you\u2019ll be part of a close-knit team where your contributions truly matter. We invest in our people, celebrate successes together, and are committed to helping both our clients and our employees build brighter futures.<\/p>\n

If you\u2019re passionate about delivering exceptional service and want to build a rewarding career with a growing financial planning firm, we\u2019d love to hear from you.<\/p>\n

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Apply today and become part of the Hackenberg Financial Group family.<\/strong><\/p>\n

Benefits:<\/p>\n