Client Experience Advisor (CEA)

Frazier & Deeter•Atlanta, GA

26d•Hybrid

About The Position

Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With several offices across the U.S., UK, and India, there is a spot for you! We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people. At Frazier & Deeter, we’re committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life. As a Client Experience Advisor (CEA), you will serve as a trusted advisor and relationship manager for ultra-high-net-worth individuals, families, and family offices. As the primary day-to-day contact, you will cultivate strong client relationships, coordinate services across the firm, and ensure a seamless and personalized experience at every interaction. Partnering closely with internal specialists and external advisors, you will proactively anticipate client needs, facilitate communication, and guide the timely execution of key priorities and commitments. Your ability to build trust, navigate complexity, and deliver exceptional service will contribute to long-term client satisfaction and the continued growth of these important relationships. The ideal candidate is highly organized, relationship-driven, and proactive, with a passion for exceptional client service and a commitment to professionalism, discretion, and confidentiality. You thrive in a fast-paced environment, enjoy managing multiple priorities, and have a natural ability to build trust with clients, colleagues, and external advisors. This role offers the opportunity to build meaningful relationships while helping successful individuals and families navigate complex financial, tax, and advisory matters through a personalized and highly coordinated service experience.

Requirements

Bachelor's degree required
5+ years of client-facing experience within professional services, wealth management, family office services, trust administration, private banking, or a related field
Strong project management, organizational, and relationship management skills
Excellent written and verbal communication skills
Ability to manage multiple priorities, stakeholders, and deadlines simultaneously
Demonstrated ability to exercise sound judgment and maintain confidentiality in highly sensitive situations

Nice To Haves

Professional certifications such as PMP, CPA, CFP, CFA, CTFA, JD, or similar credentials are preferred but not required.
Experience supporting highly successful individuals, multi-generational families, family enterprises, or complex financial structures is strongly preferred.
Experience working within a CPA firm, family office, wealth management firm, private bank, or trust organization preferred

Responsibilities

Serve as a primary point of contact for clients, family office personnel, family members, and other trusted advisors
Coordinate and enhance the client experience throughout the full relationship lifecycle, from prospect conversion and onboarding to ongoing service delivery, relationship expansion, and long-term client retention
Act as the internal advocate for client needs, ensuring exceptional service delivery and a consistent client experience
Build and maintain strong relationships with clients and their professional networks, including attorneys, investment advisors, bankers, trustees, and insurance professionals
Lead coordination of complex client initiatives by tracking deliverables, facilitating communication among stakeholders, and ensuring timely execution of commitments.
Monitor engagement timelines, outstanding requests, and client priorities while facilitating communication among internal stakeholders
Organize and coordinate client meetings, including agendas, materials, logistics, and follow-up action items
Draft, review, and manage client communications to ensure professionalism, accuracy, and responsiveness
Assist clients with secure portal access and utilization of client-facing technology solutions
Support proactive communication efforts related to planning opportunities, deadlines, and significant life events
Maintain strict adherence to confidentiality, privacy, and information security requirements
Identify opportunities to improve client service processes and engagement efficiency
Mentor and support junior team members as appropriate
Perform other duties as assigned