Client Experience Coordinator (Client Services) – Wealth Management Full Time

Client Experience Coordinator (Client Services) – Wealth Management

Mastey Financial Group, LLC – Sauk Rapids / St. Cloud, MN

Are you a detail-oriented professional who takes pride in delivering exceptional client experiences? Do you enjoy being the person who keeps everything organized, on track and running smoothly behind the scenes?

MASTEY FINANCIAL GROUP is seeking a proactive and highly organized Client Experience Coordinator to support our wealth management team and help deliver a consistent, high-quality experience for every client we serve. Experience in financial services or a similar professional environment is highly valued, as this role supports client accounts, documentation and advisor workflows.

About Us

MASTEY FINANCIAL GROUP is a relationship-driven wealth management firm committed to providing thoughtful guidance and exceptional care to every client. We build long-term relationships grounded in trust, consistency and personal attention.

Our team values professionalism, collaboration and doing things the right way—for our clients and for each other. We’re looking for someone who wants to grow with us and contribute to a stable, supportive and high-performing team.

What You’ll Do

• Serve as a primary point of contact for client service and support requests
• Coordinate and schedule client meetings; manage team calendars
• Prepare, process and track client account forms and investment-related paperwork with a high level of accuracy
• Assist with account servicing, transfers and maintenance requests
• Maintain and update client records and documentation
• Assist with client reporting and meeting preparation
• Support advisors in delivering a seamless, high-touch client experience within a regulated financial environment
• Help ensure smooth day-to-day office operations and organization

What We’re Looking For

• Bachelor’s degree or equivalent experience preferred
• Experience in financial services or wealth management strongly preferred; banking or professional office experience also considered
• Strong proficiency in Microsoft Office and ability to learn new systems quickly
• Exceptional attention to detail and organizational skills
• Strong written and verbal communication skills
• Ability to prioritize, multitask and follow through
• Professional demeanor with sound judgment and discretion
• Positive, team-oriented attitude

Standout Candidates May Also Have

• Experience supporting financial advisors or working with client investment accounts
• Familiarity with CRM systems or custodial/platform tools
• Securities licensing (e.g., Series 7) or willingness to obtain

Compensation & Benefits

• Competitive compensation based on experience
• Retirement plan with employer match
• Paid Time Off (PTO) + Volunteer PTO
• Flexible scheduling
• Charitable giving match program
• Access to group insurance (Dental, Vision, Life, Disability)

Schedule

Monday–Thursday: 8:00 AM – 4:30 PM
Friday: 8:00 AM – 4:00 PM
No weekends

Growth Opportunity

This role offers a clear path for growth into a Senior Client Experience Coordinator or operations leadership role for the right individual.

Why Join Us?

Join MASTEY FINANCIAL GROUP and be part of a team that values professionalism, consistency, and long-term relationships—where your attention to detail and commitment to client care truly make an impact.

Benefits:

• 401(k)
• Dental insurance
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Application Question(s):

• How many years of financial services or wealth management experience do you have?
• Do you currently hold any securities licenses (e.g., Series 7), or are you open to obtaining one?
• Describe your experience managing detailed paperwork, client requests, or time-sensitive tasks in a professional setting.

Work Location: In person