Client Relations Coordinator

Description

POSITION: Client Relations Coordinator  

Location: Avon, CT

Job Type: Full-time  

FLSA Classification: Non-Exempt

Who We Are

At Retirement Income Source | SFG, we empower clients through education-driven financial planning. Our seven-step process helps avoid common retirement pitfalls while aligning strategies with long-term goals. We believe peace of mind comes from understanding your options and making informed decisions with a trusted advisor.

We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.

Position Summary

The Client Relations Coordinator serves as the first point of contact for high-net-worth clients and prospects, delivering an exceptional experience across in-person, phone, and digital interactions. The ideal candidate is professional, warm, and detail-oriented, with a strong focus on client service and organizational efficiency.

Key Responsibilities

• Greet and      engage clients and prospects with professionalism and enthusiasm.
• Ensure      clients feel welcomed, informed, and comfortable throughout all      touchpoints.
• Coordinate      onboarding for new clients, including documentation and welcome materials.
• Support      Financial Advisors and Client Service team by preparing for client      meetings.
• Manage and      optimize calendars, ensuring scheduling efficiency.
• Respond to      client inquiries or route them to the appropriate team member.
• Maintain a      clean, organized, and professional reception and meeting space.
• Track client      interactions and appointments in the CRM system.
• Handle      confidential client information with discretion.
• Ensure      adherence to company policies and regulatory standards.

Sales, Events & Appointment Setting:

• Coordinate      and execute client-facing workshops and events.
• Manage basic      digital marketing for seminars.
• Confirm      attendance and set up for events.
• Facilitate      smooth execution of workshops and seminars.
• Follow up post-event      to schedule advisor appointments.
• Track and      report metrics related to leads and events.
• Spend      approximately 60% of the day on the phone building relationships with new      and existing clients.

Retirement Income Source SFG is an E-Verify employer. 

Retirement Income Source SFG is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications and business needs.

Requirements

Must-Have Qualifications

Industry Experience & Skills 

• 1–3 years of experience in financial services, wealth management, or a related industry (preferred)

• Ability to multitask and prioritize effectively in a fast-paced, client-centric environment

• Excellent verbal and written communication skills

• Exceptional attention to detail, with strong organizational and time management abilities

Background and Education:

• Associate’s or Bachelor’s degree in Business, Finance, or a related field preferred

• Proven sales experience with a consistent track record of meeting or exceeding goals

• Strong relationship management and consultative selling skills

Technology Expertise:

• Proficiency in administrative tasks such as scheduling, document preparation, and data entry

• Experience using CRM systems and business software, including Microsoft Office Suite (Word, Excel, Outlook)

Physical & Work Environment Requirements

• Ability to work for extended periods at a desk using a computer.

• Ability to lift up to 10 pounds if/when necessary.

• Routine use of telephone and email.

• Office-based role with potential travel to conferences, events, and satellite offices as needed.

Benefits

We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:

• 100% employer-covered medical benefits and HRA account 

• Dental & vision plans 

• Short and long-term disability insurance 

• PTO + 10 NYSE company holidays per year 

• 401K with company match program

• Free onsite parking

• Company-provided laptop and required technology

The duties and responsibilities described in the above job description are not a comprehensive list.  Additional tasks may be assigned to the employee from time to time; or the scope of the position may change as necessitated by company demands and/or industry standards.