Client Experience Advisor (CEA)

📋 Description

• Serve as a primary point of contact for clients, family office personnel, family members, and other
• Coordinate and enhance the client experience throughout the full relationship lifecycle, from
• Act as the internal advocate for client needs, ensuring exceptional service delivery and a
• Build and maintain strong relationships with clients and their professional networks, including
• Lead coordination of complex client initiatives by tracking deliverables, facilitating
• Monitor engagement timelines, outstanding requests, and client priorities while facilitating

🎯 Requirements

• Bachelor's degree required
• Professional certifications such as PMP, CPA, CFP, CFA, CTFA, JD, or similar credentials preferred
• 5+ years of client-facing experience within professional services, wealth management, family office
• Experience supporting highly successful individuals, multi-generational families, family
• Experience working within a CPA firm, family office, wealth management firm, private bank, or trust
• Strong project management, organizational, and relationship management skills