Client Experience Coordinator

Client Experience Coordinator

Location:

Winston-Salem, NC

Schedule:

Full-Time | Office-Based Salary:$45,000–$52,000 annually

Schedule:

8AM-4:30PM Monday-Thursday, 8-2PM Friday Looking for a polished, organized, and service-oriented Client Experience Coordinator to serve as a primary point of contact for clients, visitors, and callers while supporting daily administrative and office operations.

• Welcome clients and visitors and maintain a professional office environment
• Answer and route incoming calls and assist with client requests
• Coordinate client communications, appointment confirmations, virtual meeting links, and follow-ups
• Manage calendars and coordinate scheduling across team members
• Schedule and prepare client meetings and annual reviews
• Prepare meeting materials and coordinate required client documentation
• Follow up with clients regarding outstanding forms and information
• Maintain accurate client records and workflows within CRM systems
• Organize and archive confidential documents
• Manage electronic document workflows and e-signature processes
• Order and replenish office supplies and materials
• Coordinate vendors, equipment maintenance, repairs, and building-related needs
• Manage mail, packages, postage, and office logistics
• Coordinate meals, events, and meeting logistics
• Provide administrative and operational support to team members
• Assist with special projects and other duties as assigned

• Associate degree or equivalent experience preferred
• Experience in administrative support, client service, hospitality, financial services, or office management preferred
• Strong customer service and interpersonal skills
• Excellent verbal and written communication
• High attention to detail and organizational skills
• Ability to manage multiple priorities and deadlines
• Proficiency with Microsoft Office, CRM systems, and scheduling software
• Experience with document management platforms preferred
• Ability to maintain confidentiality and professionalism
• Strong initiative, judgment, and problem-solving skills

• Client Service:
  Professional, personable, and service-focused approach
• Organization:
  Strong attention to detail and ability to manage multiple priorities
• Communication:
  Clear and professional verbal and written communication
• Technology:
  Comfortable using Microsoft Office, CRM, Docu Sign, and scheduling systems
• Professionalism:
  Reliable, adaptable, discreet, and able to exercise sound judgment

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