Job Summary:

As a Client Experience Advisor (CEA), you will serve as a trusted advisor and relationship manager for ultra-high-net-worth individuals, families, and family offices. As the primary day-to-day contact, you will cultivate strong client relationships, coordinate services across the firm, and ensure a seamless and personalized experience at every interaction. Partnering closely with internal specialists and external advisors, you will proactively anticipate client needs, facilitate communication, and guide the timely execution of key priorities and commitments. Your ability to build trust, navigate complexity, and deliver exceptional service will contribute to long-term client satisfaction and the continued growth of these important relationships.

The ideal candidate is highly organized, relationship-driven, and proactive, with a passion for exceptional client service and a commitment to professionalism, discretion, and confidentiality. You thrive in a fast-paced environment, enjoy managing multiple priorities, and have a natural ability to build trust with clients, colleagues, and external advisors. This role offers the opportunity to build meaningful relationships while helping successful individuals and families navigate complex financial, tax, and advisory matters through a personalized and highly coordinated service experience.

Duties & 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
• 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
• 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

Education & Experience:

• Bachelor's degree required
• Professional certifications such as PMP, CPA, CFP, CFA, CTFA, JD, or similar credentials are preferred but not required.
• 5+ years of client-facing experience within professional services, wealth management, family office services, trust administration, private banking, or a related field
• 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
• Strong project management, organizational, and relationship management skills
• Excellent written and verbal communication skills
• Ability to manage multiple priorities, stakeholders, and deadlines simultaneously
• Demonstrated ability to exercise sound judgment and maintain confidentiality in highly sensitive situations

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