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Client Experience Coordinator – Financial Planning
Job in
Covington, Kenton County, Kentucky, 41011, USA
Listed on 2026-09-08
Listing for:
Raymond James
Full Time
position Listed on 2026-09-08
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
HB Steele Interactive Financial Planning is seeking a Client Service Associate to support two independent financial advisors. The role focuses on proactive communication, scheduling, and service coordination to deliver a premier client experience.
The ideal candidate will be professional, discreet, and capable of handling sensitive financial information with integrity, while balancing independent work with team collaboration.
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