Job Title: Client Experience Specialist
Status: Full-time (On-site)
Compensation: Compensation commensurate with experience
Position Summary:
The Client Experience Specialist has overall responsibility for delivering extraordinary client service, managing daily office operations, and executing successful client events. This individual must be professional, caring, detail-oriented, and genuinely interested in making clients feel valued. This role blends administrative support, client concierge services, and marketing/event coordination to ensure the firm runs smoothly and maintains its high-touch client experience.
Key Responsibilities:
Client Experience & Concierge Service:
o Greet clients and visitors, creating a warm, professional first impression
o Deliver concierge services to top clients, including coordinating gifts and thoughtful gestures
o Make outbound “stay in touch” calls and assist with client satisfaction follow-up
o Assist clients with online account access, paperwork follow-up, and basic account service requests
o Assemble and mail client correspondence (e.g. holiday cards, seminar invitations, end-of-year letters)
o Conduct client satisfaction surveys and coordinate new client follow-up
Administrative & Operational Support
o Manage daily office tasks, including mail distribution, scanning, shredding, document management, and office supply inventory
o Maintain digital and paper client files in compliance with regulatory standards
o Prepare, submit, and track account applications, transfer forms, beneficiary updates, and DocuSign requests; follow up as needed
o Act as a liaison with custodians, vendors, and wholesalers on behalf of the advisors
o Ensure client data is accurate and up to date in the CRM
o Schedule client meetings and manage advisor calendars
Marketing & Event Coordination:
o Coordinate all activities related to client events, including logistics, RSVPs, and post-event debriefs
o Work with outside vendors, speakers, and web development teams
o Maintain compliance documentation for events
o Manage mailing lists, social media, and website content, keeping blogs and other content up to date and relevant
o Assist in identifying and coordinating educational or speaking events for advisors
Qualifications & Skills:
· Minimum of 2 years’ experience in marketing, event management, administrative support, or related field
· Exceptional client service orientation with strong interpersonal skills
· Strong organizational, time management, and multi-tasking abilities
· Professional demeanor with a high level of confidentiality, reliability, and attention to detail
· Proficiency with Microsoft Office Suite; CRM experience preferred
· Comfortable operating in a fast-paced, motivational and client-focused environment
Ideal Candidate Traits:
· Warm, caring, and genuinely interested in serving people
· Dependable, punctual, self-motivated, and detail-oriented
· Enjoys creating structured processes and maintaining a smooth office environment
· Comfortable working independently and collaboratively within a small team
How to Apply:
Please send your resume to Alisa Lamal at alisa@kadletzwealth.com.