Client Engagement Coordinator

Client Engagement Coordinator – Wealth Management

We are a fast-growing wealth management firm based in the Chicagoland area, seeking a polished, detail-oriented Client Engagement Coordinator to serve as the first point of contact for new and prospective clients. This role is central to delivering an exceptional onboarding experience and setting the tone for long-term client relationships.

Key Responsibilities

• Serve as the primary point of contact for new and incoming clients, ensuring a polished and welcoming onboarding experience


• Gather and organize initial client planning documents for advisor review with a high level of accuracy and discretion


• Maintain and update client records and client database systems


• Manage advisor calendars, including meeting scheduling and coordinating travel arrangements


• Prepare materials for client meetings, reviews and presentations


• Coordinate client gifting and appreciation initiatives


• Managing social media marketing initiatives


• Provide insurance service support as required


• Assist with additional team projects and administrative initiatives as needed

Qualifications

• Illinois Life & Health Insurance license or ability to obtain within six months


• 2–3 years of experience in a high-touch, client-facing role


• Financial services or insurance industry experience preferred


• Strong written and verbal communication skills


• Highly organized, proactive, and able to manage multiple priorities

Benefits

• Salary range $50k-65k dependent on experience


• Medical/Dental/Vision insurance


• 401k with match


• Paid time off

This role is ideal for someone confident communicating with high-net-worth clients who values precision, professionalism, and delivering an exceptional client experience.