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Role Description

We are seeking a client-focused and detail-driven Remote Client Experience Coordinator to support customers through a dedicated advisor-led service model. In this role, you will partner closely with assigned advisors to ensure clients receive timely communication, organized coordination, and a seamless experience from initial inquiry through completion. This fully remote position is ideal for someone who thrives in a structured environment, enjoys helping others, and takes pride in delivering exceptional service behind the scenes.

• Serve as a support liaison for clients working with their assigned advisor
• Respond to inquiries with accurate, timely, and professional communication
• Coordinate scheduling, confirmations, and follow-ups
• Track and update client records to ensure accuracy and organization
• Proactively identify gaps in communication and ensure nothing falls through the cracks
• Support advisors in maintaining a high-quality, consistent client experience
• Must be a citizen of the US, UK, Australia, Spain, and LATAM

Qualifications

• Strong written and verbal communication skills
• Customer service or client-support experience (preferred, not required)
• Detail-oriented and highly organized