Job Title:

Client Experience & Operations Specialist Position Type:

Full-Time Location:

Worcester Area -

Hybrid Reports To:

Managing Partner Position Overview Premier boutique wealth management firm dedicated to providing high-touch, customized financial planning and investment management to high-net-worth families is seeking a dynamic, highly organized, and tech-savvy Client Experience & Operations Specialist to directly support three Financial Advisors. In a boutique environment, no two days are the same. This multi-faceted role serves as the central engine of the practice—managing the end-to-end client experience , orchestrating digital marketing , optimization of our financial technology stack , and executing critical back-office administrative and operational tasks . The ideal candidate is an analytical self-starter who thrives on wearing multiple hats, optimizing systems, and delivering white-glove client service.

Key Responsibilities Client Experience & Relationship Management White-Glove Support:

Act as a primary, warm point of contact for clients, handling inquiries regarding account status, distributions, and operational requests with absolute professionalism.

Onboarding Orchestration:

Lead the client onboarding process, including drafting new account applications, managing asset transfers (ACATS), and tracking account funding.

Meeting Preparation:

Prepare comprehensive meeting agendas, portfolio performance reports, and client account reviews ahead of advisor consultations.

CRM Custodian:

Maintain flawless data integrity in the CRM, tracking client interactions, life events, and operational workflows to ensure no detail slips through the cracks.

Operations & Administration Custodian Liaison:

Serve as the direct point of contact with our custodian platforms to resolve operational bottlenecks, process account maintenance, and submit paperwork.

Payroll & Benefits:

Process payroll and administration of benefits for staff

Coordination:

Travel and meeting arrangements, ordering of office supplies and inventory needed for events,

Office Continuity:

Manage standard office operations, including calendar coordination for the 3 advisors, digital filing management, and mail distribution.

Technology & System Optimization Fintech Integration:

Administer and optimize our core technology stack, ensuring seamless data flow between systems (e.g., Salesforce CRM and planning software).

Digital Adoption:

Train clients on how to utilize their client portals, access digital vaults, and navigate paperless e-signature solutions (e.g., DocuSign).

Troubleshooting:

Act as the first line of defense for internal software integrations, hardware coordination, and basic IT vendor troubleshooting.

Marketing & Growth Support Campaign Management:

Coordinate client communications, newsletters, market commentary distributions, and holiday/birthday outreach programs.

Event Planning:

Oversee the logistics, invitations, and execution of boutique client appreciation events, educational webinars, and local community sponsorships.

Required Qualifications & Skills Experience:

3+ years of experience in financial services, preferably within an independent RIA, boutique wealth management firm, or broker-dealer.

Education:

Bachelor's degree in Business, Finance, Marketing, Communication, or a related field preferred (or equivalent practical experience).

Tech Stack Proficiency:

Strong familiarity with industry tools:

CRM:

Wealthbox, Salesforce Financial Services Cloud, or Redtail.

Portfolio/Planning:

Orion, Black Diamond, Addepar, eMoney, or RightCapital.

General:

Advanced proficiency with MS Office (Excel, Word, PowerPoint) and e-signature workflows.

Communication:

Exceptional written, verbal, and interpersonal communication skills.

Attributes:

High emotional intelligence (EQ), flawless attention to detail, strong problem-solving skills, and a strict adherence to absolute client confidentiality.

Pay:

$80,000.00 - $100,000.00 per year

Benefits:

401(k) Dental insurance Employee discount Flexible schedule Health insurance Life insurance Paid time off Professional development assistance Retirement plan

Work Location:

Hybrid remote in Marlborough, MA 01752