Client Experience Specialist

Authentikos Advisory, LLC; New Braunfels (TX); On-site; USD 19,000 - 28,000; Part time

Job summary

Authentikos Advisory, LLC is seeking a part-time Client Experience Specialist to help bring our events to life and enhance every client interaction. If you’re organized, tech-savvy, enjoy talking with people, and have marketing exposure, we’d love to hear from you.

The role features 20–30 hours per week, one event weekly (typically 1–9 PM) with additional hours 9–5 PM, starting at $17/hour. Prior experience in financial services or client support is a plus.

Qualifications

• Strong interpersonal and customer service skills.
• Confident, friendly communication, especially on the phone.
• Focus on client experience and satisfaction.
• Interest or experience in event planning; marketing background preferred.
• Tech-savvy and quick to learn new software, including email, calendars, document tools, and financial firm systems.
• Attention to detail, reliability, and ability to juggle multiple tasks in a professional office environment.
• Commitment to confidentiality and respectful interactions.
• Experience in financial services or client support is a plus.
• High school diploma or equivalent required; education in business, finance or related field is advantageous.

Responsibilities

• Assist with weekly events and ensure smooth client interactions.
• Handle inquiries and help clients understand services over email/phone.
• Support marketing efforts and event logistics as needed.

Skills

Interpersonal skills

Customer service

Phone communication

Event planning interest

Tech-savvy

Attention to detail

Confidentiality

Financial services experience

Education

High school diploma or equivalent

Business/Finance background advantageous

Tools

Email tools

Calendars

Document tools

Financial systems

Job description

Company Description

Authentikos Advisory is a premier retirement planning firm serving clients in Silicon Valley, known for building long-term, trust-based relationships since its founding in 2002. The firm provides comprehensive financial planning services, helping clients design customized portfolios that support security and flexibility through changing life stages. Authentikos Advisory emphasizes integrity, transparency, and client education, guiding individuals and families through complex retirement and investment decisions. The firm carefully sources financial information from third parties, while encouraging clients to consider multiple perspectives and seek tailored advice for their specific situations.

Role Description

Authentikos Advisory is looking for a part-time Client Experience Specialist to help bring our events to life and make every client interaction a great one. If you’re organized, comfortable with technology, love talking with people, and have some marketing experience, we’d love to hear from you.

The details:

• Part-time, 20–30 hours per week


• One event per week, typically 1–9 PM. Other hours are between 9-5PM.


• Starting at $17/hour

Qualifications

• Strong interpersonal and customer service skills


• Confident, friendly communication, especially on the phone, including managing inquiries and helping clients understand our services


• A genuine focus on client experience and satisfaction


• Interest or experience in event planning; marketing background preferred


• Tech-savvy and quick to learn new software, including email, calendars, document tools, and financial firm systems


• Attention to detail, reliability, and the ability to juggle multiple tasks in a professional office environment


• Commitment to confidentiality, ethical conduct, and respectful, inclusive interactions


• Experience in financial services, client support, or an advisory setting is a plus


• High school diploma or equivalent required; education in business, finance, or a related field is an advantage