R.D. SMOTHERS WEALTH MANAGEMENT, LLC. · 20 hours ago
Relationship Coordinator
Bowling Green, KY
Full-time
Onsite
Mid, Senior Level
5+ years expR.D. Smothers Wealth Management, LLC. is dedicated to impacting lives and enriching futures through thoughtful retirement planning and exceptional service. They are seeking a Client Relationship Coordinator who will play a key role in delivering memorable client experiences, managing administrative details, and nurturing long-term relationships with clients.
AdviceFinanceWealth Management
Responsibilities
Welcome and serve clients with warmth, generosity, and intention
Support our advisors and internal team, keeping everything running smoothly behind the scenes
Build and nurture meaningful, long-term relationships with clients rooted in care and trust
Handle client requests promptly, professionally, and with genuine empathy
Own the first and final impression- making clients feel important, valued, and heard
Take initiative to anticipate needs and elevate the client experience beyond expectations
Assist in organizing meetings, coordinating schedules, and managing administrative details
Support prospecting and outreach efforts that help more families find peace of mind
Assist clients with general service needs and help our team proactively anticipate and improve future service delivery
Help maintain an exceptional experience for in-office clients and team members by owning the Campbellsville office environment- keeping it clean, relaxing, and welcoming every day
Qualification
Required
5+ years of experience in client service, hospitality, or administrative support
Proficient communication and people skills; a person others naturally trust and enjoy being around
A passion for serving others generously—especially when no one is watching
Organizational strength and comfort with managing multiple priorities
Familiarity with Microsoft Office and CRM tools
A heart for helping others LIVE HAPPY in retirement and celebrating their known accomplishments
A humble, hungry, and emotionally intelligent teammate who believes in doing the small things with excellence
Open to constructive feedback and private 'coaching' on ways to improve client service, relationship building, or delivery of the firm's vision
Someone who takes ownership of their role and actively contributes to helping the team excel- more than just following instructions, they bring ideas, initiative, and leadership to the table
Benefits
Health Insurance: 100% paid by the company (employee-only coverage)
Flexible PTO to support work-life balance (up to 5 weeks of PTO, including office shut-downs)
Paid Holidays
Retirement Plan with employer match
Personal and Professional Development opportunities / tools
Annual Team Retreats to celebrate and recharge
Company
R.D. SMOTHERS WEALTH MANAGEMENT, LLC.
Helping Clients Save Money, Plan Well, and Live Happy in the Retirement they have always wanted! A comfortable retirement is something everyone wants, yet they spend very little time planning for.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase