FMG Suite

Client Experience Coordinator (Remote)

IA Retail Support - Bethlehem, PA - Full Time

What We Do

We help Financial Professionals build and grow their business in a variety of different ways.  With over 40,000 clients benefiting from our innovative solutions, we are dedicated to transforming their marketing efforts into growth engines. FMG is the leading all-in-one digital marketing platform empowering financial advisors, insurance agents, and enterprises with scalable and compliant marketing solutions designed to drive organic growth. 

Consistently ranked #1 in market share and customer satisfaction in the T3 Software Survey Report, FMG helps clients stay ahead of evolving trends and effectively implement marketing best practices. Through an intuitive, centralized platform, FMG enables users to efficiently manage websites, email, texting, social media, events, blogs, videos, and more—all in one place.

About Our Culture

At FMG, we have crafted an extraordinary work environment that perfectly balances hard work with an incredible team spirit. Since our inception over a decade ago, we've grown into a thriving community of 450+ dedicated employees spread across the globe. Our fast-paced, results-driven culture is matched by our commitment to maintaining a healthy work/life balance, ensuring that our team members feel fulfilled both personally and professionally.

Collaboration and open, thoughtful communication are at the heart of what we do. Our mission is to invest in motivated, successful individuals, supporting them as they excel both inside and outside of the workplace.

We're building a winning team of A+ players, and we invite you to be a part of this amazing journey. At FMG, you'll find an environment that champions growth, celebrates achievements, and fosters a sense of belonging. Join us, and let's create something extraordinary together!

Our Employee Benefits

At FMG, we’re serious about being an awesome place to work! We’ve earned the USA Top Workplace award three years running (2023, 2024, and 2025), and we’re always looking for ways to keep things great—like regularly checking in on our benefits and pay to make sure you’re getting a truly competitive package.

  • Enjoy a generous paid holiday schedule, including a full week off for our Winter Holiday Shutdown.
  • Our comprehensive paid time off policies cover vacation, sick days, parental leave, and bereavement leave.
  • Our robust insurance plan includes:
    • Medical with $0 co-pay Telehealth plan 
    • Dental
    • Vision
    • Health Savings Account (HSA) with generous employer contributions
    • Flexible Spending Accounts (FSA)
    • Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D) coverage
    • Company-paid Short & Long Term Disability coverage
    • Company-paid Employee Assistance Program (EAP)
  • Matching 401(k) with immediate full vesting
  • On Demand Pay - allows access to a portion of your earned wages prior to the payday with same day deposit
  • Internet & Gym Reimbursement!
  • We’ll provide you with the work computer equipment you need to set you up for success!
  • Our Employee Events Committee and managers are always planning a mix of fun in-person and virtual events to keep us all connected—plus we also love to throw in some FMG swag, so you can show off your company spirit in style!

About the Role

As a Client Experience Coordinator, you're responsible for driving each client's long-term success, happiness, and overall experience. Core responsibilities include client advocacy, education and coordination, setting expectations, and ensuring all client requests and questions are handled as expected.

Exceptional communication is critical, as is ensuring that the right people do the right thing at the right time. Ultimately, your job is to protect and promote Agency Revolution's exceptional reputation by delivering our clients the highest quality experience.

Compensation This position offers $44,500/per year

Primary Responsibilities & Expectations

  • Communicate with clients via phone, live chat, email, and web meetings to ensure expectations are met and exceeded.
  • Promptly address client inquiries, issues, and/or feedback and provide proper follow-up to ensure client satisfaction.
  • Understand client goals/needs to ensure a seamless experience.
  • Perform simple inbound product and/or website change requests/tasks.
  • Coordinate necessary resources amongst the team to ensure more complex product and/or website change requests/tasks are being carried out.
  • Collaborate with various departments to create a consistent and positive client experience.
  • Participate in ongoing team meetings to review ideas, feedback, and related activity.
  • Leverage our full suite of cutting-edge tools and apps, including Google G Suite, Slack, and others.
  • Access to a private & secure workspace, free from distractions
  • Accessible during the assigned work schedule for regular duties and responsibilities as outlined by the supervisor
  • An internet connection with speeds of 5 Megabits down / 3 Megabits up (5mbps/3mbps)

Skills and Qualifications

  • Must be detail oriented, organized, and able to juggle multiple priorities with grace.
  • Must be self-motivated and able to function independently and within a team structure.
  • Must have strong writing skills (we send a lot of messages to our customers). 
  • Must be able to manage expectations, set schedules, and ensure deliverables are on track as agreed to.
  • Great interpersonal skills (many departments will rely on you, and you'll rely on them).
  • Must be quick "on your feet" and able to field questions and challenges as they happen.
  • Must have excellent follow-up and follow-through skills.
  • Experience working with Google G Suite and other online tools is desired. The ability to quickly learn these and other tools is more important, however.
Other Requirements
  • Must live within 60 miles of Bethlehem, PA.
  • Must be available for in-person training.
  • Must be able to work a regular schedule of 8:00 am to 6:00 pm EST each day.
  • Must have a quiet work environment free from distractions, where you are able to take phone calls.
  • Must have a reliable internet connection that meets FMG minimum requirements.

At FMG, we believe in the wholehearted acceptance of each other regardless of our differences. We strive to foster an environment that allows everyone to contribute to our mission in their unique ways. With the belief that diversity propels innovation, we are continually finding ways to cultivate a commitment to inclusion in our employees, services, and products, as well as in the communities in which we live and work. 

We are proud to be an equal opportunity employer committed to providing employment opportunities regardless of sex, race, creed, color, gender, religion, marital status, domestic partner status, age, national origin or ancestry, physical or mental disability, medical condition, sexual orientation, pregnancy, military or veteran status, and genetic information.  If you require accommodation to complete the application or interview process, please contact [email protected].

You can find out more about what it’s like to work at FMG, by visiting https://fmgsuite.com/about-us/



 
Apply: Client Experience Coordinator (Remote)
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