Client Experience ManagerLocation: Lehi, UT

Job Type: Full-time

About Capital Wealth AdvisorsCapital Wealth Advisors is a financial firm based in Lehi, Utah. We specialize in evaluating and assessing our clients’ financial situations to provide transparent, honest, and strategic recommendations. Our team of professionals is dedicated to delivering expert financial guidance while prioritizing client satisfaction and long-term confidence in their financial future.

Role OverviewThe Client Experience Manager plays a vital role in the success and growth of our business. This full-time position is focused on enhancing client relationships, supporting advisor success, and ensuring a seamless and high-quality client experience. You will serve as the first point of contact for clients, proactively manage relationships, and provide essential operational and administrative support.

We’re looking for someone with strong interpersonal and organizational skills, who thrives in a client-focused environment and can effectively juggle multiple tasks while maintaining attention to detail.

Key ResponsibilitiesServe as the first point of contact for clients and prospects — in-person, by phone, and via email
Build and maintain trust-based client relationships through consistent follow-up and attention to detail
Maintain detailed records of client communications and interactions
Manage advisor calendars and confirm/follow up on appointments
Assist with appointment preparation and compile client binders
Send gifts and manage ongoing client appreciation efforts
Handle incoming/outgoing mail and other correspondence
Track and order office supplies
Collaborate with the marketing team to help plan and execute firm events

QualificationsRequired:

Associate degree
2+ years of customer service experience
1+ year experience in a professional office environment
Proficiency in Microsoft Word, Excel, and general CRM/database management
Strong communication skills — written and verbal
Excellent time management and organizational skills
Tech-savvy with familiarity in both Windows and Mac OS

Preferred:

Bachelor’s degree (or 4+ years of relevant office experience in lieu of degree)
Experience in financial services, investments, or insurance fields
Familiarity with CRM systems used in financial services
ScheduleFull-time: Monday–Friday, 8:30 AM – 5:30 PM
Perks & BenefitsRetirement: 401(k) with company match
Health: Coverage for health, dental, and vision
PTO for Health: Paid time off for medical and wellness appointments
Food: Weekly catered lunches, plus free on-site coffee, tea, and hot cocoa
Fitness: Free membership to on-site gym

Why Join Us?At Capital Wealth Advisors, you’ll be part of a growing and supportive team that values integrity, adaptability, and putting clients first. You’ll have the opportunity to work in a collaborative environment where your contributions directly impact our clients’ financial journeys.

Capital Wealth

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Client Experience Manager