In-Person Client Experience Lead

carolinafep; Cary (NC); On-site; USD 45,000 - 60,000; Full time

Job summary

Carolina Family Estate Planning in Cary, NC is seeking a Client Engagement Specialist to enhance client experiences. This role focuses on leading client conversations, guiding them through the estate planning process, and delivering high-quality service.

The ideal candidate will have strong communication and interpersonal skills, experience in client engagement, and a proactive approach. The position requires in-person interactions and offers a salary range of $45,000–$60,000.

Qualifications

• Experience in inside sales, customer service, or relationship management.
• Ability to guide discussions and help clients make informed decisions.
• Strong organizational skills with attention to detail.

Responsibilities

• Lead client conversations during important meetings.
• Provide exceptional customer service and relationship management.
• Support client operations and maintain efficient workflows.

Skills

Strong communication skills

Interpersonal skills

Organizational skills

Problem-solving mindset

Multitasking ability

Tools

CRM systems

Job description

Carolina Family Estate Planning in Cary, NC is seeking a Client Engagement Specialist to enhance client experiences. This role focuses on leading client conversations, guiding them through the estate planning process, and delivering high-quality service.

The ideal candidate will have strong communication and interpersonal skills, experience in client engagement, and a proactive approach. The position requires in-person interactions and offers a salary range of $45,000–$60,000.