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.