Client Experience Coordinator for Wealth Advisor

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

Benefits offered by this job

Medical

Dental

Vision

401(k) 4% match

Unlimited vacation

Benefits start day one

Job summary

Carnegie Private Wealth in Charlotte, NC, is seeking a Client Experience Coordinator to support one wealth advisor with a warm, polished voice for clients. If you've delivered white-glove service in hospitality or supported busy executives, this role brings those strengths together.

You will own calendars and communications, coordinate meetings with high-net-worth clients, arrange client events, and ensure timely follow-ups.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Executive assistant experience

Warm communication

Strong organizational skills

Discretion

Outlook & MS Office

Wealth management/event experience a +

Tools

Outlook

Microsoft Office

Job description

Carnegie Private Wealth in Charlotte, NC, is seeking a Client Experience Coordinator to support one wealth advisor with a warm, polished voice for clients. If you've delivered white-glove service in hospitality or supported busy executives, this role brings those strengths together.

You will own calendars and communications, coordinate meetings with high-net-worth clients, arrange client events, and ensure timely follow-ups.