Client Experience Specialist – Permanent Full Time

The Client Experience Specialist supports Advisors and clients through administrative, operational, and client service support. This role maintains efficient daily operations, delivers a high‑quality client experience, and ensures compliance with regulatory and organizational standards.

Responsibilities

Serve as a first point of contact for clients via phone, email, and in‑person interactions

Proactively call/email clients to schedule meetings for the advisors

Client meeting preparation, including identifying opportunities, preparing agendas, investment summaries, disclosures, and any outstanding service paperwork

Assist with client onboarding, account updates, and service requests

Follow up on client inquiries and ensure timely resolution

Prepare, process, and track client documentation and forms

Maintain accurate client records and files in CRM and inter...