Client Experience Specialist — Wealth Advisory

BLAIRSVILLE UNION COUNTY CHAMBER OF COMMERCE INC; Northern (KY); Hybrid; USD 52,000 - 68,000; Full time

Benefits offered by this job

Performance-based bonus

Health benefit

Retirement plan

Job summary

Carter Williams Wealth Advisors in Blairsville, GA is seeking a Client Relationship Specialist to provide outstanding client service and administrative support to advisors. You will be the primary contact for inquiries, coordinate meetings, handle account paperwork, and help prepare planning materials.

The role requires 1+ years in client service or financial services, strong communication, and attention to detail. In-office position with opportunity for growth within the firm.

Qualifications

• 1+ years of experience in client service, administrative support, or financial services
• Exceptional interpersonal and communication skills, both written and verbal
• Strong attention to detail and organizational abilities
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
• Professional demeanor with a client-first mindset
• Ability to pass a criminal background check and a credit history check, both prior to hire and on an ongoing basis during employment

Responsibilities

• Be the face of the organization for clients and visitors.
• Handle client inquiries via phone, email, and in person.
• Respond promptly to client requests and service needs.
• Schedule and coordinate client meetings and reviews.
• Prepare meeting materials, agendas, and follow-up notes.
• Maintain accurate client records in CRM and document management systems.
• Assist advisors with meeting preparation and data gathering.
• Support onboarding of new clients and development of planning materials.

Skills

Client service exp

Interpersonal skills

Attention to detail

Organizational skills

MS Office

Client-first mindset

Job description

Carter Williams Wealth Advisors in Blairsville, GA is seeking a Client Relationship Specialist to provide outstanding client service and administrative support to advisors. You will be the primary contact for inquiries, coordinate meetings, handle account paperwork, and help prepare planning materials.

The role requires 1+ years in client service or financial services, strong communication, and attention to detail. In-office position with opportunity for growth within the firm.