Director of Client Experience

Are you the kind of person who remembers names, anticipates needs, and makes every room feel more welcoming the moment you walk in?

We’re hiring a Director of Client Experience for a growing independent wealth management firm in South Georgia — and this is not your typical “front desk” role. This is a high-impact position at the center of the client journey.

You’ll be the heartbeat of the office. The first impression. The steady hand behind seamless onboarding. The reason clients feel known — not just managed.

✨ What You’ll Own

• Be the face of the firm:

Create a polished, high-touch, white-glove in-office experience that clients genuinely look forward to.

• Drive proactive client connection:

Birthday calls. Thoughtful follow-ups. Planned outreach. You’ll help clients feel remembered and valued year-round.

• Make onboarding feel effortless:
• Gather client information, open new accounts, and coordinate smooth handoffs to operations. No dropped balls. No confusion. Just clarity and care.
• Protect the advisor’s time:

Own the calendar. Schedule strategically. Keep the day flowing efficiently and professionally.

• Elevate the client experience:

Assist with client events, special projects, and creative communication ideas that deepen relationships.

🌟 What Makes You a Great Fit

• Background in client-facing service (luxury retail, concierge healthcare, hospitality, wealth management, etc.)
• Highly organized with strong follow-through — you finish what you start
• Comfortable learning new systems (Wealthbox CRM experience is a plus)
• Warm, confident communicator who genuinely enjoys helping people feel at home
• Interest in earning Series 7 + 66 (supported) or already licensed (bonus!)

💼 Why This Is a Great Seat

• High-visibility, high-impact role in a fast-growing firm
• Upbeat, collaborative office culture
• Structured training and support — including optional offsite training in Austin, TX
• 401(k) employer contribution + PTO
• Performance bonus tied to firm profitability

• This is an opportunity to step into a role where relationships matter, details matter, and your presence truly makes a difference.

  
  

  Interested? Apply today!