WA Client Experience Coordinator

The Client Experience Coordinator plays a pivotal role in shaping and maintaining the exceptional client experience at Partners Wealth Group, providing administrative management across the office and coordinating client communications. This is an opportunity to become a trusted point of contact for valued clients and staff, ensuring every interaction reflects the firm's values.

Requirements

• Serve as a warm, professional first point of contact for client enquiries via phone, email and in-person
• Build and nurture trusted relationships with clients, ensuring they feel informed, valued and supported at every stage
• Manage client preferences and maintain accurate data within our CRM system (Salesforce)
• Proactive in designing client experience initiatives that enhance the client experience through automation or increased satisfaction
• Identify opportunities to enhance the client journey and contribute ideas to improve internal processes
• Coordinate and schedule client or external business partner appointments where needed
• Liaise with external vendors and manage facilities to ensure continuity of services
• Delivery of general administrative tasks that support the WA team
• Scheduling of team travel and accommodation
• Reconciliation of corporate credit cards via Pro Spend
• Adherence to team budgets and management of office cost saving
• Support with overflow of projects within skillset
• Coordinate any staff events as charity, fundraising events, Christmas parties, EOFY events etc
• Liaise with the Marketing team to coordinate WA client events
• Work with the People & Culture team to champion and drive culture
• Support the onboarding process for new staff in the WA office alongside People & Culture

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Tuition Reimbursement
• Relocation Assistance