Client Experience Coordinator

1 month ago


Tampa, United States Sandy Morris Financial and Estate Planning Services, LLC Full time

Client Experience Coordinator & Executive Assistant | Sandy Morris Financial


Location: Tampa, FL

Status: Full-Time


Position Overview:

As the Client Experience Coordinator & Executive Assistant at Sandy Morris Financial, reporting to the Executive Director of Operations, you’ll be instrumental in delivering exceptional service to clients. You will manage front desk operations, track client preferences in Salesforce, and assist the executive team. You’ll also ensure the office is stocked with supplies and maintain a welcoming environment—complete with freshly baked cookies daily


Our Mission:

At Sandy Morris Financial, we design wealth plans that turn dreams into reality. Our focus is on helping clients achieve their financial goals with personalized solutions and top-tier service. Every interaction matters, and we go above and beyond to ensure a memorable and meaningful experience.


Why Work at Sandy Morris Financial?

At Sandy Morris Financial, we believe that creating a warm, personalized experience for clients is essential. From offering clients their favorite drinks to maintaining a cozy office atmosphere, we take pride in delivering a service that makes clients feel at home. If you enjoy a client-focused environment and value organization and care in every detail, SMF is the perfect place for you.


Key Responsibilities:

  • Greet clients warmly, providing a personalized and professional experience
  • Manage front desk operations, including answering calls and scheduling appointments
  • Maintain and update client preferences in Salesforce with accuracy
  • Assist the Executive Director of Operations with calendar management, meeting coordination, and administrative tasks
  • Order office supplies, manage inventory, and ensure the office is well-organized and welcoming
  • Bake fresh cookies daily to enhance the client experience


Qualifications:

  • 2+ years of experience in an administrative or client-facing role
  • Proficiency in Salesforce or similar CRM systems
  • Strong organizational skills and attention to detail
  • Excellent communication and interpersonal skills


Benefits:

  • Competitive salary with performance-based bonuses
  • Health, dental, vision, and 401(k) benefits
  • Paid Time Off (PTO) and opportunities for career growth within Sandy Morris Financial

  • Client Coordinator

    6 months ago


    Tampa, United States Maxim Healthcare Services Full time

    JOB DESCRIPTION The Client Coordinator works with clients, patients and active caregivers to identify open shifts, availability, and coordinate schedules. The Client Coordinator understands the needs, requirements, and preferences of all client types (patients, facilities, referral sources, caregivers, and staff) and optimizes staffing ratios. Through daily...


  • Tampa, Florida, United States CBRE Full time

    About the Role:As a Client Services Coordinator at CBRE, you will be responsible for providing general administrative support to an office or group of sales professionals. This includes preparing proposals, presentations, and communications materials, as well as coordinating the distribution of internal and external marketing information.Key...


  • Tampa, United States Banfield Full time

    The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, Actively recruit new clients by promoting...


  • Tampa, United States Shumaker, Loop & Kendrick, LLP Full time

    Shumaker, an AmLaw 200 law firm, is currently seeking a Marketing and Client Development Coordinator in its Tampa, FL office.The coordinator will be responsible for providing support to the local Tampa, FL office, as well as be a key team member of the Marketing and Business Development team for needed support and initiatives across the firm. Familiarity...


  • Tampa, FL , USA, United States FirstLight Home Care Full time

    Job Title: Client Services CoordinatorWe are seeking a highly skilled and experienced Client Services Coordinator to join our team at FirstLight Home Care. As a Client Services Coordinator, you will play a critical role in ensuring the smooth operation of our client care services.Job Summary:The Client Services Coordinator will be responsible for overseeing...


  • Tampa, Florida, United States FlyUSA, Inc. Full time

    pbJobDescription/b/ppFlyUSA,Inc.isseekingahighlyskilledandexperiencedprofessionaltofilltheroleofDirectorofClientExperience.Thispositionisresponsiblefordeliveringexceptionalservicetoouraircraftownersandon-fleetclientele,ensuringthateveryflightexperienceexceedsclientexpectations./ppbKeyResponsibilities:/b/pulliManageclientpreferences,schedules,andrequestswitht...


  • Tampa, United States Exela Enterprise Solutions Full time

    Director Service Delivery About the Role: As the Director of Service Delivery, you will be responsible for overseeing the end-to-end delivery of services to our clients, ensuring high levels of customer satisfaction and operational excellence. You will lead a team of service delivery managers and specialists, setting strategic objectives, implementing best...


  • Tampa, FL , USA, United States FirstLight Home Care Full time

    Job Summary:We are seeking a highly skilled Client Services Coordinator to join our team at FirstLight Home Care. As a key member of our office team, you will be responsible for overseeing the client/caregiver scheduling process and associated coordination.Key Responsibilities: Utilize the ClearCare system to schedule client care service visits according to...


  • Tampa, United States PatientPoint Full time

    Join PatientPoint to be part of a dynamic team committed to empower better health. As a leading digital health company, we innovate to positively impact patient behaviors. Our purpose-driven approach offers an inspirational career opportunity where you can contribute to improving health outcomes for millions of patients nationwide. Location: Tampa FL. Start...


  • Tampa, United States North American Roofing Full time

    Job Description North American Roofing is commercial roofing contractor with a focus in the Southeast U.S. We are adding to our Customer Experience team and are looking for a dynamic individual with an ability to adapt and provide extraordinary service to our customers. With a focus on low slope, no slope, commercial roofs, we pride ourselves as being...


  • Tampa, Florida, United States Maxim Healthcare Services Full time

    Job Title: Client Coordinator Job Summary: The Client Coordinator plays a vital role in building strong relationships with clients, patients, and caregivers to identify open shifts and coordinate schedules. This individual understands the needs, requirements, and preferences of all client types and optimizes staffing ratios. Through daily interaction, the...


  • Tampa, United States PatientPoint Full time

    Join PatientPoint to be part of a dynamic team committed to empower better health. As a leading digital health company, we innovate to positively impact patient behaviors. Our purpose-driven approach offers an inspirational career opportunity where you can contribute to improving health outcomes for millions of patients nationwide. Location: Tampa, FL Hybrid...


  • Tampa, Florida, United States CBFS Hyde Park Full time

    Job OverviewWe are seeking a skilled and friendly Host to provide exceptional guest experiences at our restaurant. As the first point of contact, you will be responsible for creating a warm and inviting atmosphere for our customers.Key ResponsibilitiesWelcome guests to the restaurant and provide accurate wait times.Manage reservations and coordinate with...


  • Tampa, United States Sequoia Financial Group Full time

    Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: ...


  • Tampa, FL , USA, United States Exela Enterprise Solutions Full time

    Director Service DeliveryAbout the Role:As the Director of Service Delivery, you will be responsible for overseeing the end-to-end delivery of services to our clients, ensuring high levels of customer satisfaction and operational excellence. You will lead a team of service delivery managers and specialists, setting strategic objectives, implementing best...


  • Tampa, Florida, United States Dtcc Full time

    Job Title: Client Support SpecialistAbout the Role:As a Client Support Specialist at DTCC, you will play a critical role in providing exceptional support to our clients. You will be responsible for analyzing and resolving client queries, providing functional expertise, and proactively resolving issues to ensure a seamless client experience.Key...


  • Tampa, FL, United States Shumaker, Loop & Kendrick, LLP Full time

    Shumaker, an AmLaw 200 law firm, is currently seeking a Marketing and Client Development Coordinator in its Tampa, FL office.The coordinator will be responsible for providing support to the local Tampa, FL office, as well as be a key team member of the Marketing and Business Development team for needed support and initiatives across the firm. Familiarity...


  • Tampa, Florida, United States Dtcc Full time

    About the RoleThis is a client support role focused on analyzing incoming client queries via phone, email, and web portal, providing functional expertise and proactively providing effective resolution to both clients and internal partners.The role plays a key partnership with Product, Business, and Technology in delivering and implementing client and...


  • Tampa, United States Dtcc Full time

    Job DescriptionAre you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you...


  • Tampa, United States Larson Financial Group Full time

    Defining the Team Larson Financial Group (LFG) specializes in creating and nurturing relationships with medical professionals to achieve their financial goals. Our firm prides itself on living our core values, Goal Oriented, Servant Leadership and Warrior Spirit, with an emphasis on family! Our team embodies the entrepreneurial spirit, is confident, believes...