Client Experience Coordinator

Salary: $45,000 – $55,000 based on experience

Join Our Mission: To empower every person to build a healthy, confident relationship with money—so they can live freely, give generously, and live each day with peace of mind.

Do you love welcoming people, creating a warm experience, and making sure every detail is handled with excellence? We do, too.

At BAM Advisory Group, we believe first impressions matter—and the Client Experience Coordinator is one of the most important seats in the building. Our clients and guests should feel cared for the moment they walk through the door or call our office. If you’re energized by people, hospitality, organization, and being the steady heartbeat of the front office, we’d love to meet you.

We are an independent advisory firm that values strong relationships, exceptional service, and doing the right thing even when no one is watching. As fiduciaries, we help clients make confident financial decisions by analyzing options, understanding the numbers, and eliminating emotional decision-making. We guide people through every season of life, especially the transition into and through retirement. We’re culture-driven, team-oriented, and committed to extreme ownership.

As our Client Experience Coordinator, you are the first face clients see and the first voice they hear—and that matters enormously. In a firm built on trust and relationships, the experience you create at the front desk sets the tone for everything that follows. You’ll play a key role in ensuring smooth day-to-day operations while delivering a superior experience to our clients, prospects, and team members.

This role requires a rare combination of warmth and professionalism, hospitality and precision. You’ll be responsible for keeping the front office running seamlessly, supporting the team with administrative tasks, managing communications, and creating an environment where every guest feels genuinely welcomed and cared for.

You set the tone for every client’s visit. From the moment someone walks through the door, your warmth, attentiveness, and professionalism communicate that they’re in the right place and that their experience here will be exceptional.

• Greet incoming clients and prospective clients in a professional, warm, and welcoming manner that reflects BAM’s culture and values.
• Ensure each guest receives the full BAM client experience from arrival to departure—anticipating needs and making them feel at home.
• Present guests with a menu upon arrival and serve beverages, snacks, or refreshments as appropriate.
• Maintain a clean, organized, and visually inviting front office environment at all times.
• Coordinate with advisors and team members to ensure guests are greeted and transitioned to meetings smoothly and on time.

You are the voice of BAM on the phone. Every call is an opportunity to make a great impression, provide helpful direction, and reinforce the trust clients and prospects place in our firm.

• Answer all incoming calls promptly in a friendly, warm, and professional manner.
• Direct inquiries to the appropriate team member efficiently and with context, so clients aren’t bounced around unnecessarily.
• Provide excellent customer service over the phone and in person, handling questions with care and confidence.
• Take accurate messages and ensure timely follow-up when team members are unavailable.
• Maintain a consistent, professional tone across all communications that reflects BAM’s brand.

Strong administrative execution is the foundation of a well-run office. You’ll support the team with a wide range of tasks that keep operations moving and ensure nothing is missed.

• Assist with copying, scanning, filing, and document management as requested by team members.
• Produce and format materials by transcribing, inputting, editing, retrieving, and transmitting text, data, and graphics.
• Handle incoming and outgoing correspondence and mailings with accuracy and timeliness.
• Support the team with ad hoc administrative tasks and projects…