Client Experience Manager

Client Experience Manager

As the primary point of contact for clients, the Client Experience Manager will manage the full client lifecycle—from onboarding and account maintenance to coordinating exclusive events and charitable initiatives. The role works closely with Portfolio Administrators and Family Wealth Advisors, providing analytical support and meticulous documentation required to deliver tailored financial strategies. Beyond client service, the candidate acts as a hub for office operations, managing premises logistics and internal communications with a proactive approach to drive the team’s collective success.

Key Responsibilities

• Client Support: Act as the primary point of contact for clients, addressing inquiries, scheduling appointments, and providing exceptional customer service; ongoing relationship management including servicing daily ad‑hoc client and Portfolio Administrator requests.
• Client Events: Co...