Client Experience Specialist
About The Position
If you’re passionate about creating great first impressions and seamless experiences, this role is for you! As our Client Experience Specialist, you’ll be the first impression and the steady hand that keeps our Wealth and Tax & Accounting departments running smoothly. From greeting clients with warmth to mastering our CRM workflows, you’ll play a key role in shaping a seamless client experience. If you’re organized, people-driven, and ready to grow with a supportive, purpose-driven team, we’d love to meet you. Job Summary: As the Client Experience Specialist, you’ll be the welcoming face and organized force behind our client experience. A positive attitude and reliability is a must! This role goes beyond the front desk — you’ll manage calendars, workflows, and activities in our CRM system to keep operations running smoothly across both our Wealth and Tax & Accounting departments. If you’re detail-oriented, tech-savvy, and thrive on creating seamless client interactions, this is your opportunity to make a lasting impact every day.
Requirements
- High school diploma or equivalent required.
- Excellent verbal and written communication skills.
- Excellent interpersonal and customer service skills.
- Excellent organizational skills and attention to detail.
- Excellent time management skills with a proven ability to meet deadlines.
- Proficient with Microsoft Office Suite or related software.
Nice To Haves
- Clerical experience preferred.
Responsibilities
- Responsible for opening and closing the building each day in accordance with company procedures.
- First point of contact for clients, visitors, and applicants.
- Answers phones, directs calls to appropriate individuals, and prepares messages for those that couldn't be assisted through our automated system.
- Assists with sorting incoming mail and delivers to appropriate department or individual; assists with processing outgoing mail.
- Uses our CRM software at an expert level to assist with scheduling, workflows, and completing activities.
- Performs administrative and clerical support tasks.
- Performs other related duties as assigned.
Benefits
- As a full-time team member of the firm, you will be eligible to participate in several firm sponsored benefits. In addition, you will be entitled to accrue paid time off - starting at 120 hours each calendar year. We also close our office for 7 holidays, and have a floating holiday available for use as well.
- 401k Employee Retirement Savings Plan will be available after 6 months of employment and a minimum of 1000 hours. Employee directed pre-tax and ROTH contributions available.
- The 401k Employer Contribution begins on the 1st day of the quarter following six (6) months of employment with the firm. The company begins contributing a 3% Safe Harbor at that time, and employee contributions can begin at the same time. The company contributions are subject to a vesting schedule that are stated in the plan documents.
- 401k Rollover options from a previous employer plan are immediately available and encouraged.
- We offer Dental, Vision, Long-Term Disability, Voluntary Life Insurance, Critical Illness, and Accident Insurance - the employee is responsible for this expense for coverage if elected.
- Group Health Insurance
- Health Savings Account (HSA)
- Education Reimbursement - 5k lifetime allowance
- Financial planning
- Personal tax return preparation up to $1,250.00 annually
- PTIN Renewal for Tax Preparers
- All continuing education
- Incentive for earned credentials
- Study assistance program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
