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.

Kadletz Wealth Management, LLC jobs

Client Experience Specialist