Client Experience Associate - Fairport Wealth

Hightower • Cleveland, OH

82d • $50,000 - $55,000

About The Position

Fairport Wealth is looking for a warm, detail-oriented professional to join our client service team of a growing practice. This role is ideal for someone who excels in a client-facing environment and is eager to learn the inner workings of a busy wealth management practice. As the first contact for visitors and callers, you'll help create a welcoming and professional atmosphere. You'll also support internal operations, assist with client service tasks, and contribute to marketing and executive support projects. No prior industry experience is required — just a passion for service and a willingness to grow. You will report to the Managing Director.

Requirements

• Experience delivering white glove client experiences
• Prior experience in client-facing or administrative roles
• Strong attention to detail and organizational skills
• High school diploma or equivalent
• Proficiency in Microsoft Office Suite
• Ability to thrive in a fast-paced, team-oriented environment
• Excellent written and verbal communication skills
• Growth mindset
• A friendly, professional demeanor and eagerness to learn

Responsibilities

• Greet and welcome all visitors to the office
• Schedule and facilitate client office visits
• Maintain a clean and presentable reception area
• Answer and direct incoming phone calls
• Help with purchase and approval of client gifts
• Provide support to the Growth & Marketing team
• Set up and break down in-office meetings
• Handle incoming and outgoing mail
• Manage FedEx account and office supply inventory
• Load/unload dishwasher and maintain common areas
• Be the primary liaison with building management
• Provide executive support to Management Team
• Scan and route incoming checks
• Log and scan client custodial statements

Benefits

• Annual base salary of $50,000-$55,000 based on qualifications and experience
• Coverage on the first day of employment for medical, dental, and vision insurance
• 401k Matching Plan
• Paid Parental Leave
• Student Loan Assistance
• Pet Insurance
• Flexible PTO Plan
• Hybrid Model Work Schedule (3 days in the office)
• Flexible Benefits (FSA, Pretax transportation, HSA Employer Contributions)

What This Job Offers

• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees