Client Experience Advisor (CEA)

Frazier & Deeter

21d•$80,000 - $100,000•Hybrid

About The Position

Join Frazier & Deeter, a rapidly growing Top 50 accounting & advisory firm, recognized for its commitment to employee development and inclusion. As a Client Experience Advisor (CEA), you will be the primary day-to-day contact for ultra-high-net-worth individuals, families, and family offices. Your role is crucial in cultivating strong client relationships, coordinating services across the firm, and ensuring a seamless, personalized experience. You will partner with internal specialists and external advisors to anticipate client needs, facilitate communication, track commitments, identify issues and opportunities, and guide the execution of priorities. This position focuses on the client's experience rather than technical or engagement management, ensuring that the service surrounding tax, accounting, and advisory work is exceptional. The ideal candidate is organized, relationship-driven, proactive, and possesses a passion for exceptional client service, professionalism, discretion, and confidentiality. This role offers the chance to build meaningful relationships and assist successful individuals and families in navigating complex financial matters through a 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
Comfort operating in a role that is still taking shape, and the initiative to help shape it
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; hands-on private client experience is weighted more heavily than any credential
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
Learn each client deeply - communication preferences, family dynamics, upcoming life events, and personal priorities - and ensure the engagement team knows what matters to them
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
Listen for signs of client concerns or changing expectations, and inform the responsible manager or partner promptly
Identify potential planning needs, service gaps, and expansion opportunities that surface in day-to-day client conversation, and route them to the appropriate professional
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