Posted 07/10/2026
Job Number: 17200
Client Experience Coordinator
Houston, Texas • Onsite
Industry: Financial Services
Job Category: Administrative
Job Type: Direct Hire
Share This Job
Job Description
Position Title: Client Experience Coordinator
The Client Experience Coordinator is essential to the operational success of the office. This role involves managing daily administrative tasks and ensuring a professional and welcoming environment for clients, prospects, and vendors. The ideal candidate will take pride in creating an organized space while demonstrating exceptional communication skills. This position requires a proactive problem-solver who can manage multiple priorities in a fast-paced setting. A commitment to excellence and a collaborative spirit are key attributes for success in this role.
If you enjoy creating memorable experiences, staying organized and working alongside a collaborative team that values professionalism and continuous growth, this is an outstanding opportunity.
Salary Range: $40,000 – $50,000+ / Year DOE
Responsibilities:
- Serve as the first point of contact for clients and guests, representing the firm’s hospitality and professionalism
- Provide administrative support to team members, including document preparation and correspondence
- Manage scheduling for client meetings, prospect appointments, and vendor engagements
- Track and recognize key milestones for clients and the team, coordinating gifts and events
- Maintain office supply levels and monitor vendor relationships
- Assist in basic office technology setup and coordinate with IT for repairs and upgrades
Requirements:
- 1-2 years of experience in an administrative client-facing role as a receptionist, office coordinator, or similar role
- Experience with light scheduling and calendaring
- Professional client interactions via phone, email, and in person
- Proficiency with Microsoft Office 365, Calendly, and Salesforce is preferred
- Experience working within the Schwab system is preferred
Benefits:
- 100% employer-paid medical coverage for individuals; family coverage at employee’s expense
- 401(k) with a 3% safe harbor match after 90 days of employment
- Unlimited PTO and standard holidays, excluding after Thanksgiving and Christmas Eve
- Flexible work arrangements with a focus on work-life balance
- Access to dental and vision insurance through United Met Life
If you are a Client Experience Coordinator looking to take the next step in your career, apply now! #LI-KR1
Job ID: a0CUm00004eO5LlMAK
Apply For This Position
Related Jobs
About Us
At Boutique Recruiting, we specialize in personalized, connection-driven placements, empowering candidates to achieve their goals. Committed to bold, impactful solutions, we fill roles of all types—full-time, part-time, and more—ensuring success for clients, candidates, and employees alike.