Client Experience Associate

Fortune Financial; Hopkins (MN); On-site; USD 43,000 - 56,000; Full time

Job summary

Fortune Financial is seeking a highly organized Client Experience Associate to join our growing team. This role focuses on delivering exceptional client service, supporting daily operations, coordinating client interactions, and ensuring precise administrative processes are completed efficiently.

You will work closely with team members to support client relationships, maintain operational excellence, and contribute to the overall success of the practice.

Qualifications

• 1+ years of experience in financial services or professional administrative role.
• Proficiency with Microsoft Office and ability to learn new technology platforms quickly.

Responsibilities

• Act as first point of contact for client inquiries, requests, and account servicing needs.
• Coordinate client meetings, including scheduling, agenda creation and preparing executive summaries.
• Maintain accurate client records within the firm's CRM system, including all communications and touchpoints.
• Monitor client requests and operational workflows to ensure timely and accurate completion.
• Assist with client communications, events, and other initiatives designed to enhance the overall client experience.
• Contribute positively to a collaborative, service-oriented team culture.

Skills

Client relations

Organization

Communication

Tools

Microsoft Office

CRM systems

Job description

Client Experience Associate

We are seeking a highly organized, detail driven Client Experience Associate to join our growing team. This dynamic role is ideal for an individual who enjoys helping others, takes pride in producing accurate work, and thrives in a collaborative, professional environment.

As a Client Experience Associate, you will serve as a trusted pilar in delivering an exceptional client experience, delivering high-touch support in daily operations, coordinating client interactions, and ensuring administrative processes are completed accurately and efficiently. You will work closely with team members to support client relationships, maintain operational excellence, and contribute to the overall success of the practice.

Core Duties and Impact:

• Act as first point of contact for client inquiries, requests, and account servicing needs. Build and maintain strong-client relationships through consistent, high-quality service.
• Coordinate client meetings, including scheduling, agenda creation and preparing executive summaries.
• Maintain accurate client records within the firm's CRM system, including all communications, and touchpoints.
• Monitor client requests and operational workflows to ensure timely and accurate completion.
• Assist with client communications, events, and other initiatives designed to enhance the overall client experience.
• Contribute positively to a collaborative, service-oriented team culture.

Qualifications:

• 1+ years of experience in financial services, or professional administrative role.
• Proficiency with Microsoft Office and the ability to learn new technology platforms quickly.

What Success Looks Like:

• Positive attitude, strong work ethic, and willingness to learn and grow.
• Professionalism, discretion, and integrity when handling sensitive client information.
• Capable of managing multiple priorities independently.
• Continuously develop your knowledge of the financial services industry and grow within the organization.
• Driven to provide exceptional service and build strong client relationships.