Client Experience & Event Coordinator Greenville, SC
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Job Location:
Greenville, NC - USA
Yearly Salary:
$ 45000 - 55000
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Client Experience & Event Coordinator
Location: Greenville South Carolina
Company: JEHM Wealth & Retirement
Company: JEHM Wealth & Retirement
About Us
At JEHM Wealth & Retirement were more than just financial advisors were partners helping clients piece together their retirement puzzle. Our boutique firm based in the Upstate of South Carolina focuses on building long-term relationships with families who value trust clarity and community. Every detail of what we
do from the first phone call to the last handshake reflects the care we have for our clients experience.
About the Role
Were looking for a Client Experience & Event Coordinator who takes pride in organization hospitality and execution. This role is perfect for someone who loves details thrives on logistics and enjoys being the steady hand that keeps everything running smoothly especially when it comes to our client events and in-office experience.
If youre the kind of person who organizes your vacation itinerary in a spreadsheet loves crossing things off a list and gets joy from helping others feel welcome and taken care of this might be your dream job.
This is not a creative marketing role. You wont be managing ad campaigns or designing graphics. Instead youll be the heartbeat of the firms client events and day-to-day operations coordinating communicating and ensuring everything happens on time and with polish.
What Youll Do
Client Experience
- Greet and welcome clients and guests with genuine Southern hospitality.
- Manage incoming calls and assist with scheduling.
- Prepare conference rooms and materials for client meetings.
- Follow up with event attendees and maintain strong client touchpoints.
Event Coordination
- Coordinate logistics for all client dinners educational workshops and appreciation events.
- Manage guest lists RSVPs and handle registration calls to confirm attendance and fit.
- Attend events and ensure everything runs seamlessly from vendor setup to guest experience.
- Handle post-event data entry and feedback tracking in the CRM.
- Work closely with the advisory team to align event details and timelines.
Operations & Support
- Maintain event checklists timelines and recurring task lists.
- Assist with hospitality needs office supply management and vendor coordination.
- Support light creative tasks such as event invitations proofing materials or sending client and prospect communication emails.
- Help ensure all systems and spaces reflect JEHMs commitment to professionalism and warmth.
What Were Looking For
- Exceptionally organized proactive and reliable.
- A friendly communicator who enjoys talking with people and making connections.
- Comfortable making professional outbound calls to confirm event attendance.
- Able to juggle multiple details while keeping calm and polished.
- Experienced in hospitality event coordination client services or administrative operations.
- Tech-savvy with Microsoft Office; experience with CRM systems is a plus.
- Team player with a servants heart and a sharp eye for detail.
The Ideal Fit
Youll fit right in if youre:
- Someone who enjoys planning gatherings more than attending them.
- The go-to person friends rely on to make things happen.
- A detail person who loves checklists not chaos.
- Someone who takes pride in excellence and genuinely enjoys helping people.
Why Youll Love Working Here
- Purpose with people: Every day youll help families feel confident and cared for.
- Small team big impact: Your work is seen valued and appreciated.
- Beautiful Upstate roots: Our office reflects the warmth and friendliness of Greenville itself.
- Professional growth: Youll gain firsthand experience in financial services client management and event operations.
Compensation & Details
- Compensation: $45000$55000/year depending on experience
- Hours: Full-time MondayFriday with 2-5 evening events monthly
- Benefits: Paid holidays PTO 401(k) with match health insurance and professional development support
Presented by Advisor Employee Services Thank you for your interest in the Client Experience & Event Coordinator role. Advisor Employee Services a consulting firm located in Lenexa Kansas represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed please apply today!
Required Experience:
IC
Key Skills
- Time Management
- Marketing
- Customer Service
- Google Docs
- Organizational skills
- Expense Management
- Hospitality Experience
- Upselling
- Event Planning
- Events Management
- Event Marketing
- Project Coordination
