Client Experience Coordinator
Location
United States + 27 moreAll locations: United States, Brazil, Colombia, Argentina, Chile, Venezuela, Bolivarian Republic Of, Bolivia, Plurinational State Of, Ecuador, French Guiana, Guyana, Paraguay, Peru, Suriname, Uruguay, Mexico, Costa Rica, El Salvador, Guatemala, Honduras, Nicaragua, Panama, Dominican Republic, Puerto Rico, United Kingdom, Australia, Spain
Posted
5 days ago
Salary
Not specified
Job Description
Role Description
We are seeking a client-focused and detail-driven Remote Client Experience Coordinator to support customers through a dedicated advisor-led service model. In this role, you will partner closely with assigned advisors to ensure clients receive timely communication, organized coordination, and a seamless experience from initial inquiry through completion. This fully remote position is ideal for someone who thrives in a structured environment, enjoys helping others, and takes pride in delivering exceptional service behind the scenes.
- Serve as a support liaison for clients working with their assigned advisor
- Respond to inquiries with accurate, timely, and professional communication
- Coordinate scheduling, confirmations, and follow-ups
- Track and update client records to ensure accuracy and organization
- Proactively identify gaps in communication and ensure nothing falls through the cracks
- Support advisors in maintaining a high-quality, consistent client experience
- Must be a citizen of the US, UK, Australia, Spain, and LATAM
Qualifications
- Strong written and verbal communication skills
- Customer service or client-support experience (preferred, not required)
- Detail-oriented and highly organized
Job Requirements
- Strong written and verbal communication skills
- Customer service or client-support experience (preferred, not required)
- Detail-oriented and highly organized
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