Client Experience Specialist - New York, New York

We are seeking a high-impact Client Experience Specialist to serve as the central point of coordination in our fast-paced New York advisory office, responsible for creating a seamless, polished experience for both clients and the internal team. You’ll be the go-to for day-to-day coordination—keeping schedules, meetings, and office operations running smoothly while ensuring every client interaction is handled with care and professionalism.In this in-person role, you’ll manage calendars, greet clients, answer and route calls, coordinate meetings and client events, and support the preparation of reports and meeting materials. You’ll also help keep the office running efficiently through administrative support, supply and logistics management, check deposits, and occasional errands, along with assisting Advisors with travel and expense coordination. This is a highly visible, hands-on role for someone who is organized, service-minded, and energized by being at the center of a collaborative, client-focused environment.The Client Experience Specialist is responsible for collaborating with the Client Services Team in the following areas:Front Desk/Office Support Serve as primary back-up to Receptionists and other Client Experience SpecialistsProfessionally answer and direct incoming telephone callsProfessionally greet and assist visitors in support of other team members Ensure conference rooms and lobby areas meet Savant standards (stock necessary supplies, appropriate cleanliness and visually welcoming)Execute opening and closing procedures for phones and doors.Shredding of client documents as directedClient Meeting PreparationPrepare annual review meeting packetsAssist with beneficiary form updates Schedule and organize meetings as requested by the CSAs or Regional Manager Client Record/Document Scanning Accurately scan and digitize vital client documents, ensuring quality of images, correct nomenclature, and adherence to regulatory and compliance procedures Assist with scanning projects related to M&A partners, as neededAssist with requests related to folder additions, quality control reviews, etc. Client Portal Administration Work as part of the MySavant Portal administrator team to create client portals and troubleshoot problems.Administrative SupportProvide support to Client Services Associates.Create Office Master Calendar.Confirm next day appointments.Process incoming checks across all custodians and review deposits prepared by other team members for accuracy prior to processing.Utilize technology to perform a variety of tasks including navigating Salesforce for client information. Process requests for client gifts.Prepare and print materials for team and client use.Open and sort incoming mail.Prepare and process UPS shipments an order UPS supplies.Assemble, print, and/or bind client reports for meetings or mailings.Inventory office supplies, and order supplies as needed.Assist in coordinating RSVPs, set up, and planning for all local client or team events.Serve as a liaison with property management vendors for facilities issues.Coordinate various projects as needed.Maintain team approach by assisting and filling in for others when necessary.Deliver superior client service—troubleshoot problems, schedule and organize meetings, serve as liaison between Advisor, CSA and client as needed.Check conference rooms and lobby for cleanliness, which would include upkeep of common / shared office space areas.Perform a variety of computer functions, including populating and maintaining appropriate client CRM documentation.Administration and troubleshooting of Zoom presentations/meetings.Perform other duties as requested.A couple things to note about our Client Experience Specialist position:This is a full-time, in-person hourly position, scheduled Monday through Friday, 8:00 AM to 5:00 PM.QualificationsThe Client Experience Specialist position typically requires the following qualifications:High School Diploma or equivalent2-3 years proven success in an administrative support function, preferably in the financial industry. Proficiency in Word, Excel, Outlook, and CRM softwareMust be organized and detail-oriented Client first attitudeStrong verbal and written communication skillsPosition requires a high level of confidentiality.Team player, collaborative, able to work with and through others.What Sets Savant ApartCollaborative, integrated model across advisory, tax, and planning—no silosGrowth-oriented firm, offering meaningful opportunities for career development and long-term impactValues-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadershipMajority employee-owned, giving our team a shared stake in our long-term successThe PerksAt Savant, we invest in our people—supporting both their well-being and long-term growth.We take a market-based approach to compensation. The expected base salary range for this role in the New York, New York labor market is $56,000 - $72,000 with final pay determined by experience, skills, and location. This role may also be eligible for additional incentive compensation based on responsibilities and performance.Our Total RewardsCore Benefits (Effective Day One)Medical, dental, and vision coverage with multiple plan optionsHealth Savings Account (HSA) or Flexible Spending Account (FSA)Company-paid life insurance, AD&D, and disability coverageFinancial & Long-Term Rewards401(k) with company match (Roth and Traditional options)Team-based incentive opportunities and recognition programsTime Away & FlexibilityGenerous paid time off, plus at least 10 paid holidaysAnnual “Savantiversary” daySummer Hours (shorter work weeks during the summer)Parental leave, personal leave, and other life-event supportWell-Being & Everyday PerksEmployee Assistance Program (EAP)Wellness reimbursements (e.g., gym memberships)Flexible “Dress for Your Day” approachWe’re happy to share more details about our benefits and total rewards during the hiring process.Take your career to new heights, apply today!All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.Savant Capital LLC, is an Equal Opportunity Employer