Heritage Wealth Management · 18 hours ago
Front Desk | Client Experience Coordinator
Salt Lake County, UT
Full-time
Onsite
Entry Level
$17/hr - $23/hr
1+ years expHeritage Wealth Management is a planning-first wealth management firm that prioritizes client interaction. The Client Experience Coordinator will be responsible for managing the welcome experience for clients, scheduling appointments, and ensuring the front office is organized and ready for client interactions.
Financial Services
Hiring Manager
Nick Ryan
Responsibilities
Own the welcome experience for every client interaction—on the phone and in person
Schedule and confirm appointments
Keep the front office client-ready
Communicate changes so advisors stay on time and clients feel well cared for
Qualification
Required
1+ year in a hospitality + organization role (reception, office coordination, medical front desk, hotel/hospitality, customer support, etc.)
Appointment scheduling/calendar management experience
Strong computer basics (email, calendars, documents/spreadsheets) and ability to learn new systems quickly
Reliable in-office attendance; flexibility for occasional after-hours event support
Preferred
Financial advisory, insurance, legal, or medical office experience
Event support experience (registrations, reminders, check-in)
Light admin experience (scanning, basic documentation)
Benefits
$1,500 company-paid credit toward medical insurance
$500 additional benefits credit
Company
Heritage Wealth Management
We help good people, make great financial decisions, to live a happy and successful retirement.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase