Wealth Client Experience Specialist

CMC Recruiting; United States; On-site; USD 52,000 - 69,000; Full time

Job summary

CMC Recruiting is seeking a proactive Client Service Associate for a wealth management practice to deliver exceptional client experiences while supporting daily operations. You will handle onboarding, account administration, paperwork, and follow-up, while helping document workflows and improve internal processes.

The role emphasizes strong organization, effective communication, and discretion with confidential information, with opportunities to enhance client service through Redtail CRM and

Qualifications

• 2+ years of experience in client service, financial services, wealth management, banking or insurance.
• Must have experience with Redtail CRM.
• Strong organizational skills and exceptional attention to detail.
• Ability to manage multiple priorities, recurring deadlines, and client requests.
• Excellent written and verbal communication skills.
• Strong follow-through and willingness to take ownership of responsibilities.
• Experience with DocuSign or electronic paperwork processes preferred.
• Ability to handle confidential client and financial information with discretion.

Responsibilities

• Create a smooth, organized and personalized client experience throughout the relationship.
• Support client onboarding and ongoing service processes.
• Maintain awareness of client dates, needs, milestones and recurring planning activities.
• Maintain the client service calendar with reviews, planning activities, outreach, campaigns and deadlines.
• Assist with client appreciation, communications, events and relationship-building activities.
• Keep clients informed on outstanding requests, paperwork, next steps and timelines.

Skills

Organizational skills

Written and verbal communication

Attention to detail

Multitasking

Ownership mindset

Discretion with confidential info

Tools

Redtail CRM

DocuSign

Electronic paperwork

Job description

CMC Recruiting is seeking a proactive Client Service Associate for a wealth management practice to deliver exceptional client experiences while supporting daily operations. You will handle onboarding, account administration, paperwork, and follow-up, while helping document workflows and improve internal processes.

The role emphasizes strong organization, effective communication, and discretion with confidential information, with opportunities to enhance client service through Redtail CRM and