Client Experience & Operations Coordinator (Financial Services)

Location

NJ (Hybrid/On-site to be determined)

Employment Type

Full-Time (Part-Time may be considered for the right candidate)

About RPF

RPF is a boutique financial services firm dedicated to helping individuals, families, and business owners make informed decisions that protect what matters most. Our work is built on three guiding principles:

Clarity. Strategy. Legacy.

We believe exceptional client service begins long before recommendations are made. Every interaction should reflect professionalism, integrity, responsiveness, and genuine care.

As we continue to grow, we are seeking a highly organized and service-oriented Client Experience & Operations Coordinator to become the operational cornerstone of our firm.

This position is ideal for someone who enjoys creating exceptional client experiences, thrives in an organized environment, and wants to grow with a company committed to excellence.

Position Summary

The Client Experience & Operations Coordinator is responsible for ensuring that every client interaction is handled with professionalism, efficiency, and attention to detail.

You will serve as the first point of contact for prospective and existing clients while supporting the day-to-day administrative and operational needs of the firm.

This role is not a sales position. Instead, you will help create an exceptional client experience while ensuring our internal operations remain organized and efficient.

Primary Responsibilities

Client Experience

• Professionally answer incoming telephone calls.
• Respond to client inquiries promptly and courteously.
• Schedule and confirm appointments.
• Welcome clients with warmth and professionalism.
• Maintain consistent communication throughout the client experience.
• Coordinate appointment reminders and follow-up communications.

Operations & Administration

• Create and maintain organized client files.
• Request and organize required documentation.
• Maintain accurate records and i...