UFG Advisors

Coordinate client appointments, prepare meeting materials, and support daily practice operations to ensure exceptional client experiences. | Requires strong organizational and communication skills, some financial services experience preferred, and proficiency with Microsoft Office and CRM tools. | Client Experience Coordinator Our Mission: Empowering generations through comprehensive financial solutions We’re looking for a detail‐driven, highly accurate, service‐focused Client Experience Coordinator to join our team. If you thrive in a detailed environment and enjoy creating exceptional client experiences, we want to meet you. Our collaborative team approach is what makes our group shine. Our guiding principles include respect, trust, communication, wisdom and empathy. About the Role In this position, you’ll play a central role in supporting our advisors and clients, ensuring every client interaction feels seamless and high‐touch. You’ll manage scheduling, coordinate reviews, and help maintain an exceptional experience across the practice. Responsibilities Include • Schedule and track all client review meetings • Prepare meeting materials and ensure Advisors are prepared for each appointment • Coordinate team calendars, client appointments, and internal events • Monitor workflows and support daily practice operations • Maintain accurate client records and documentation • Deliver professional, elevated service in every interaction Qualifications • Some industry experience preferred (financial services or wealth management) • Strong organizational skills and exceptional attention to detail • Excellent verbal and written communication skills • Ability to prioritize, multitask, and follow through • Professional, client‐focused, and proactive mindset • High school diploma or equivalent • Working knowledge of Microsoft Office Suite- Outlook, Excel, Teams, OneDrive • Experience with client relationship management CRM tools UFG Advisors is a dedicated team of financial advisors and financial professionals with a wealth of experience, specialized knowledge and a shared commitment to client success. We offer a personalized approach to financial planning, ensuring clients receive guidance, tailored to personal needs and goals. Check us out at www.ufgadvisors.com