Client Experience Coordinator (East Greenwich)
Balanced Wealth Management, East Greenwich, RI, United States
Client Experience & Operations Coordinator
Balanced Wealth Management, LLC — East Greenwich / West Warwick Line, RI (In-Office)
Why this role matters
You're the first person clients see, the voice they hear on the phone, and the reason the office runs smoothly. At Balanced Wealth Management, we deliver a high-touch, personalized experience — and this role is at the center of it. Small team, real impact, no bureaucracy.
What you'll own
Client Experience
— Greet clients, manage incoming calls, and set the tone for every interaction. You're the face of the firm.
Scheduling & Coordination
— Own advisor calendars, client appointments, reviews, and follow-ups.
Operations Support
— Partner with the Client Service Manager on annuity and IRA applications (Fidelity platforms), meeting prep, post-meeting communications, and vendor coordination across 401(k), 403(b), annuity, and broker-dealer partners.
Client Touchpoints
— Send cards, gifts, and maintain the small details that keep relationships strong.
Marketing & Events
— Help create and schedule social media content, maintain the marketing calendar, and support bi-weekly client workshops from planning through follow-up.
What you bring
Strong communicator with a professional, warm presence
Organized and detail-driven — you catch what others miss
Comfortable juggling multiple priorities without dropping anything
Proficient in Microsoft Office (Excel, Outlook, Word)
Willing to learn financial platforms (Fidelity experience is a plus)
Prior admin or client service experience preferred; financial services background is a bonus
Compensation & Benefits
$24- $27/ hour starting pay
3 weeks PTO + all major holidays paid
401(k) with 3% employer match
Free gym membership and on-site parking
(No Medical/Dental)
Apply and let's have a conversation!
Balanced Wealth Management, LLC — East Greenwich / West Warwick Line, RI (In-Office)
Why this role matters
You're the first person clients see, the voice they hear on the phone, and the reason the office runs smoothly. At Balanced Wealth Management, we deliver a high-touch, personalized experience — and this role is at the center of it. Small team, real impact, no bureaucracy.
What you'll own
Client Experience
— Greet clients, manage incoming calls, and set the tone for every interaction. You're the face of the firm.
Scheduling & Coordination
— Own advisor calendars, client appointments, reviews, and follow-ups.
Operations Support
— Partner with the Client Service Manager on annuity and IRA applications (Fidelity platforms), meeting prep, post-meeting communications, and vendor coordination across 401(k), 403(b), annuity, and broker-dealer partners.
Client Touchpoints
— Send cards, gifts, and maintain the small details that keep relationships strong.
Marketing & Events
— Help create and schedule social media content, maintain the marketing calendar, and support bi-weekly client workshops from planning through follow-up.
What you bring
Strong communicator with a professional, warm presence
Organized and detail-driven — you catch what others miss
Comfortable juggling multiple priorities without dropping anything
Proficient in Microsoft Office (Excel, Outlook, Word)
Willing to learn financial platforms (Fidelity experience is a plus)
Prior admin or client service experience preferred; financial services background is a bonus
Compensation & Benefits
$24- $27/ hour starting pay
3 weeks PTO + all major holidays paid
401(k) with 3% employer match
Free gym membership and on-site parking
(No Medical/Dental)
Apply and let's have a conversation!