Client Experience Specialist - New York, New York

Savant•New York, NY

16h•$56,000 - $72,000•Onsite

About The Position

We are seeking a high-impact Client Experience Specialist to serve as the central point of coordination in our fast-paced New York advisory office, responsible for creating a seamless, polished experience for both clients and the internal team. You’ll be the go-to for day-to-day coordination—keeping schedules, meetings, and office operations running smoothly while ensuring every client interaction is handled with care and professionalism. In this in-person role, you’ll manage calendars, greet clients, answer and route calls, coordinate meetings and client events, and support the preparation of reports and meeting materials. You’ll also help keep the office running efficiently through administrative support, supply and logistics management, check deposits, and occasional errands, along with assisting Advisors with travel and expense coordination. This is a highly visible, hands-on role for someone who is organized, service-minded, and energized by being at the center of a collaborative, client-focused environment.

Requirements

High School Diploma or equivalent
2-3 years proven success in an administrative support function, preferably in the financial industry.
Proficiency in Word, Excel, Outlook, and CRM software
Must be organized and detail-oriented
Client first attitude
Strong verbal and written communication skills
Position requires a high level of confidentiality.
Team player, collaborative, able to work with and through others.
All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Responsibilities

Serve as primary back-up to Receptionists and other Client Experience Specialists
Professionally answer and direct incoming telephone calls
Professionally greet and assist visitors in support of other team members
Ensure conference rooms and lobby areas meet Savant standards (stock necessary supplies, appropriate cleanliness and visually welcoming)
Execute opening and closing procedures for phones and doors.
Shredding of client documents as directed
Prepare annual review meeting packets
Assist with beneficiary form updates
Schedule and organize meetings as requested by the CSAs or Regional Manager
Accurately scan and digitize vital client documents, ensuring quality of images, correct nomenclature, and adherence to regulatory and compliance procedures
Assist with scanning projects related to M&A partners, as needed
Assist with requests related to folder additions, quality control reviews, etc.
Work as part of the MySavant Portal administrator team to create client portals and troubleshoot problems.
Provide support to Client Services Associates.
Create Office Master Calendar.
Confirm next day appointments.
Process incoming checks across all custodians and review deposits prepared by other team members for accuracy prior to processing.
Utilize technology to perform a variety of tasks including navigating Salesforce for client information.
Process requests for client gifts.
Prepare and print materials for team and client use.
Open and sort incoming mail.
Prepare and process UPS shipments an order UPS supplies.
Assemble, print, and/or bind client reports for meetings or mailings.
Inventory office supplies, and order supplies as needed.
Assist in coordinating RSVPs, set up, and planning for all local client or team events.
Serve as a liaison with property management vendors for facilities issues.
Coordinate various projects as needed.
Maintain team approach by assisting and filling in for others when necessary.
Deliver superior client service—troubleshoot problems, schedule and organize meetings, serve as liaison between Advisor, CSA and client as needed.
Check conference rooms and lobby for cleanliness, which would include upkeep of common / shared office space areas.
Perform a variety of computer functions, including populating and maintaining appropriate client CRM documentation.
Administration and troubleshooting of Zoom presentations/meetings.
Perform other duties as requested.