Client Experience Specialist

Job Description

Job Description

Benefits:

• 401(k) matching
• Competitive salary
• Paid time off
• Training & development

About Us:

Were a full-service financial planning and investment firm located in the heart of downtown Springfield, MA. Our business is about more than financial numbers. Its about who these numbers represent. We understand that every person who walks through our door has a unique life story and a vision for their journey ahead. We pride ourselves on listening and understanding those visions to design customized financial plans that span wealth building, retirement, investment, educational savings and estate planning. Our business is growing, and we need to expand our team with a professional that is passionate about our mission and representing our brand.

Job Summary:

We are seeking a full-time Client Experience Specialist who will serve as the face of our organization, assisting clients with their calls, questions, and needs. This role requires a team player who supports the team by collecting and preparing essential information for our advisors to deliver value during client planning meetings. The ideal candidate will possess genuine warmth, a positive can-do attitude, a growth mindset, a strong work ethic, and the adaptability to thrive in a dynamic and multifaceted firm. Attention to detail and the ability to maintain data confidentiality are essential.

Joining our team is a mutual investment. This position has the potential for growth, contingent on strong and consistent performance and the demonstrated ability to build skills and company knowledge in line with evolving business needs.

Qualifications :

Professional demeanor and appearance.

Strong organizational and time-management skills with attention to detail, balancing quality with timeliness.

Excellent verbal and written communication skills to build relationships and reinforce the firms reputation.

Critical thinking and high accuracy.

Commitment to process improvement and collaborative problem-solving.

Ability to work independently and as part of a team.

Minimum of 2 yrs of proven customer service experience in an office or administrative role.

Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and office management/CRM software.

An associate or bachelors degree preferred.

Key Responsibilities:

Customer Service : Greet visitors and clients, providing a warm and professional first impression. Assist with inquiries and direct them to the appropriate personnel.

Administrative Support : Provide general administrative support, including answering phones, managing correspondence, and scheduling meetings/appointments.

Document Management : Maintain and organize office files, both electronic and physical, ensuring they are easily accessible and up to date.

Data Entry: Accurately enter and update data in company databases and systems.

Meeting Coordination : Prepare meeting rooms, including setting up equipment and providing necessary materials. Take and distribute minutes during meetings.

Support Staff : Assist other staff members with various projects and tasks as needed.

Office Maintenance: Ensure the office is well stocked with inventory, the environment is clean, organized, and presentable.

Event Planning: Help plan and coordinate office events and meetings, including logistics.

Benefits :

Competitive salary

401(k) plan

Paid time off and holidays

Work from home half-day Fridays in the summer

Opportunity for growth and advancement within the company

Positive and collaborative work environment

WHAT ELSE CAN YOU TELL ME? This is a professional, on-site position located in our Springfield, MA business office, adhering to a business professional dress code. The salary offered will be between $50,000 - $55,000. The schedule is Monday through Friday, with core business hours of 9:00 AM to 5 PM.