Client Experience Coordinator

Carnegie Private Wealth; Charlotte (NC); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) with 4% match

Unlimited vacation

Benefits start day one

Bonus opportunity

Job summary

Carnegie Private Wealth is seeking a Client Experience Coordinator to be the right hand to one wealth advisor and the polished voice clients hear daily.

We value hospitality-grade service and the ability to keep a busy executive running smoothly, with a supportive, close-knit team in a beautiful office setting.

Qualifications

• 3+ years as an executive assistant or in luxury hospitality/concierge service.
• Warm, polished communication on phone and in writing.
• Strong organization with proactive follow-through.

Responsibilities

• Own a busy advisor's calendar, inbox, and travel.
• Schedule and confirm meetings with high-net-worth clients by phone and email.
• Send personal notes, gifts, and milestone touches to clients.
• Plan and run 4–5 client events per year, from venue to follow-up.
• Track meeting follow-ups and keep client requests moving fast.

Skills

Executive support

Communication

Organization

Discretion

Outlook

MS Office

Tools

Outlook

Microsoft Office

Job description

Client Experience Coordinator (Executive Assistant to Wealth Advisor)

Pay and Benefits

$60,000–$70,000 base + 10% bonus opportunity. Medical, dental, and vision; 401(k) with 4% match; unlimited vacation; benefits start day one.

The Role

Love making people feel taken care of? Carnegie Private Wealth manages over $2.5 billion for more than 1,400 households. We’re looking for a Client Experience Coordinator to be the right hand to one of our wealth advisors and the warm, polished voice her clients hear every day. If you've delivered white-glove service in hospitality or kept a busy executive running smoothly, this role brings both together.

What you'll do

• Own a busy advisor's calendar, inbox, and travel
• Schedule and confirm meetings directly with high-net-worth clients by phone and email
• Send personal notes, gifts, and milestone touches that make clients feel known
• Plan and run 4–5 client events a year, from venue to follow-up
• Track meeting follow-ups and keep client requests moving fast

What you bring

• 3+ years as an executive assistant, or in luxury hospitality or concierge service
• Warm, polished communication on the phone and in writing
• Strong organization; you anticipate needs and follow through without being asked
• Discretion with confidential information
• Outlook and Microsoft Office skills; wealth management or event experience a plus

Why Carnegie

You'll work closely with an advisor who's clear about what she needs and appreciates the help, inside a small, kind team in a beautiful office. You'll build real relationships with clients and see your work turn into referrals. If you care about helping people and want a role where great service is the whole point, we'd love to meet you.

This search is managed by SpanHR on behalf of Carnegie Private Wealth. You may be contacted by a SpanHR recruiter about your application.

Carnegie Private Wealth is an equal opportunity employer.