Client Experience Coordinator Job at TriCord Advisors, Inc., Riverside, CA

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  • TriCord Advisors, Inc.
  • Riverside, CA

Job Description

Job Title: Client Experience Coordinator

Location: Riverside, California

Company: TriCord Advisors, Inc.

About the Role

Join a team that values building deep relationships with clients, organization, and a client-first mindset. As a Client Experience Coordinator , you'll play a key role in creating a welcoming experience for our clients while supporting our advisors and operations.

Who You Are

You’re upbeat, self-motivated, and love working with people. You thrive in a service-oriented environment, take pride in your work, and enjoy contributing to a positive team culture.

This is NOT the job for you if you:

  • Don’t enjoy engaging with people or helping others
  • Need constant direction or motivation
  • Avoid accountability or detail-oriented tasks
  • Struggle with names, details, typing, or computer use

If that doesn’t sound like you—great! Keep reading.

 

Key Responsibilities:

Hospitality & Client Experience

  • Greet and welcome clients, manage check-ins, and maintain a polished office environment
  • Build trust with clients and leads
  • Help implement and track client experience initiatives
  • Handle client service inquiries with professionalism and care

Client Services & Operations

  • Process new account paperwork and assist with client-related tasks
  • Collaborate with advisors and service team on financial planning tasks
  • Stay on top of professional development and personal growth goals

Qualifications

  • Bachelor’s degree preferred
  • Customer service experience preferred
  • Strong interpersonal and communication skills
  • Proficiency in Microsoft Office
  • Detail-oriented, organized, and able to multitask
  • Positive, professional, and eager to learn

Details

Schedule: Full-time (M–F, 40 hours/week) on-site in Riverside

Compensation: Competitive pay, health benefits, 401k, PTO, bonuses, and profit-sharing

Salary Range : $55,000-75,000

TriCord Advisors, Inc. is proud to be an equal opportunity employer committed to a diverse and inclusive workplace.

Job Tags

Full time,

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