Client Experience Coordinator; Financial Services
Listed on 2026-10-06
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Customer Service/HelpDesk
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Summit Solutions is seeking a Customer Service Representative to support families on their financial planning journey. You'll coordinate appointments, manage communications, and assist with administrative processes, ensuring clients feel informed and valued from the first contact.
You will interact with clients via phone, email, text, virtual meetings, and occasionally in person, with flexible full-time or part-time hours in a growth-oriented financial services environment.
Step into the Client Experience Coordinator (Financial Services) role at Wize Hire, Inc in Riverside, CA, United States and grow with us.
Join us at Wize Hire, Inc as our next Client Experience Coordinator (Financial Services) in Riverside, CA, United States.
We are currently recruiting a Client Experience Coordinator (Financial Services) for our team in Riverside, CA, United States.
This is a great role to take on the Client Experience Coordinator (Financial Services) role at Wize Hire, Inc.
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