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
• Ma...