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Job Description
Remote Status: On-Site
Job Id:
3905
# of Openings:
1
Pay Range: $60,000 - $65,000 per year
Position: Client Experience Coordinator
Firm: Mosaic Financial Group
Location: Tampa, FL
Overview:
Mosaic Financial Group is a dedicated financial planning firm based in Tampa, FL. We value doing the right thing and always prioritize people over profit. As our Client Experience Coordinator, you will serve as the welcoming face and voice of our company, creating a positive experience for clients and visitors. In addition, you will support our marketing efforts and client events to further enhance our client relationships.
This role is ideal for a self-starter with a strong background in client service and administrative support who thrives in a fast-paced, client-focused environment.
What you’ll do:
Client Experience & Administrative Support:
- Serve as a friendly, professional first point of contact for clients—both in-person and over the phone
- Schedule appointments and manage advisor calendars
- Perform additional administrative duties as assigned
- Manage client database and maintain accurate records
- Follow up with clients and prospects to support relationship development
- Assist with marketing efforts, including social media and general office operations
- Support research and management of relationships with venues, caterers, and vendors for client events
- Help develop and monitor event budgets and timelines for smooth execution of events
- Manage event communications, registrations, and RSVPs
- Handle event setup, breakdown, and on-site logistics
- Help collect and review post-event feedback to improve future planning
What We’re Looking For:
- High School Diploma
- 2+ years’ of relevant experience
- Demonstrates strong proficiency and confidence working across various platforms and operating systems; CRM (Redtail) and Microsoft Office Suite
- Excellent communication; written and verbal
- Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
- Collaborative team player willing to assist others
- Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
- Exhibits meticulous attention to detail and a commitment to accuracy
- Self-starter who takes initiative and works well independently
- Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
What You’ll Get:
Pay & Perks:
- $60k - $65k/year + bonus potential
- Healthcare stipend
- PTO
- Retirement plan
Schedule:
- Monday – Friday, 9am-5pm
- Occasional evenings required for client events
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com
Pay Range: $60,000 - $65,000 per year
Apply for this Position