Role Overview
This position supports the Client Growth team by handling operational tasks that keep client engagements running smoothly. The Coordinator ensures timely scheduling, accurate data management, and consistent follow-up processes, enabling advisors to concentrate on delivering value to clients.
Key Responsibilities
- Coordinate all scheduling for client sessions, including initial calls and ongoing account management meetings
- Manage advisor calendars from start to finish—handling availability, confirmations, rescheduling, and outreach to unresponsive clients
- Collect and monitor client intake materials and pre-work; identify and report clients who may be disengaging
- Keep client records up to date in HubSpot, logging interactions, adjusting statuses, and tracking availability in the float pool
- Spot early signs of client risk, escalate issues promptly, assist with follow-up actions, and manage logistics for re-engagement
What You Need
- Clear and effective written communication skills with minimal need for supervision
- Proven ability to stay organized and maintain consistency across many tasks
- Experience with CRM platforms, particularly HubSpot, with a focus on data integrity
- Sharp attention to detail and a commitment to catching errors before they affect outcomes
- Sound judgment in identifying when and how to escalate issues
Technology Used
HubSpot
Work Schedule
Monday through Friday, 8:00 AM – 5:00 PM MST. Some flexibility is required to support workshops, special events, or urgent client needs outside standard hours.
Compensation
Annual salary range: $50,000 – $60,000
Benefits
- Unlimited paid time off and company-observed holidays
- Employer-sponsored medical, dental, and vision coverage
- $1,950 annual contribution to a Health Savings Account (HSA)
- Flexible Spending Account (FSA) options, including dependent care
- Access to mental health support and employee assistance programs
- 401(k) employer match, available for both Traditional and Roth accounts
- $1,200 annual wellness benefit through JOON, covering fitness, health, family care, pet care, and more
- On-site access to a state-of-the-art gym at the Las Vegas headquarters for local and visiting team members
Our Culture
We operate with Competitive Greatness, practice Sincere Candor, and uphold Unimpeachable Character in everything we do.
