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Client Experience Coordinator

Job in Campbellsville, Taylor County, Kentucky, 42718, USA
Listing for: R.D. SMOTHERS WEALTH MANAGEMENT, LLC.
Full Time position
Listed on 2026-08-22
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Management
Salary/Wage Range or Industry Benchmark: 35000 - 45000 USD Yearly USD 35000.00 45000.00 YEAR
Job Description & How to Apply Below

R.D. SMOTHERS WEALTH MANAGEMENT, LLC. is seeking a Client Relations Coordinator in Kentucky. You will warmly welcome clients, manage appointments, and keep the office organized while supporting advisors with routine projects. Strong communication and a can-do attitude are essential for a fast-paced team environment.

You will handle CRM notes, mail follow-ups, and community outreach efforts, helping to cultivate lasting client relationships and a polished client experience.

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