What are the responsibilities and job description for the Client Experience Associate - Financial Firm - Franklin, TN position at Advisor Employee Services?
About Us
Beacon Capital Management is an established wealth management firm dedicated to helping clients achieve their financial goals with personalized strategies and exceptional service. We pride ourselves on creating a welcoming and supportive environment based on integrity and trust, where clients feel valued and appreciated every step of the way.
Position Summary
The Client Experience Associate will play a critical role in delivering an exceptional client journey. This position focuses on working with the advisors and their team to welcome new clients, and foster strong relationships through client appreciation experiences. Ideal candidates have a customer service or hospitality and event background and thrive in a role where organization, creativity, communication, and client care are key.
Key Responsibilities
Client Onboarding Gifts:
- Coordinate with the advisors and their team to send “welcome gifts” to be sent to newly signed clients.
- Manage the selection of gifts to choose from as well as tracking of gifts sent.
Client Relationship Management:
- Proactively ask for google reviews and prospect referrals while maintaining professional relationships.
- Regularly communicate with clients to ensure their needs are met and expectations exceeded via email campaigns and handwritten notes.
Referral Program Management:
- Oversee and manage the firm's exclusive referral club “The Beacon Black & Gold Club”, including tracking referrals, maintaining accurate records, and recognizing participants for their contributions.
- Work with the marketing team to develop creative strategies to promote the referral program and encourage client participation.
Event Planning:
- With the marketing team, plan and manage client appreciation events, including booking, budgeting, scheduling, and coordinating with vendors.
- Some annual events, include: the Nashville Sounds Baseball game, Shred Day, State of Market Events, Valentine’s Ladies Lunch, Veteran’s Lunch, Christmas Concert, and Black & Gold Club Event.
- Create memorable experiences and branded gifts that enhance client loyalty and satisfaction.
- Assist the marketing team with prospective events and lunch/dinner seminars as needed.
Administrative & Marketing:
- Assist advisors and marketing team as needed to schedule appointments and communicate client requests, needs, and concerns.
- Track and report expenses to budget and ensure efficient use of resources.
- Utilize email platforms (e.g., Mailchimp, G-reminders, Salesforce) to execute client communication campaigns.
- Utilize organic social media platforms (e.g., Facebook, Twitter, LinkedIn) to execute client communication campaigns.
- Use tools like Microsoft Excel to organize and analyze data related to events, budgets, referrals, and client outreach.
- Manage Client Portal on WordPress so clients can easily access their account information as well as all other important dates, links, events, and resources.
Skills & Qualifications
Education and Experience:
- Bachelor’s degree preferred but not required.
- At least 2 years of experience in customer service, hospitality, event planning, B2C marketing, or a related field.
Technical Proficiency:
- Proficiency in Microsoft Excel.
- Familiarity with CRM systems or client management tools preferred.
- Ideal, but not required to have experience with WordPress, including managing client portals and troubleshooting issues.
- Experience with email marketing platforms such as Mailchimp or similar.
- Comfortable using scheduling and communication tools (e.g., Outlook, G-Reminders, etc).
Interpersonal & Communication Skills:
- Exceptional communication skills, both verbal and written, to interact effectively with clients and team members.
- Strong relationship-building abilities and a client-first mindset.
- A high level of professionalism, attention to detail, and organizational skills.
Event, Budget, and Gift Management:
- Experience in hospitality and/or planning and coordinating events, including managing budgets and logistics.
- Creativity and thoughtfulness in selecting and managing client appreciation gifts.
- Ability to prioritize tasks and work independently in a fast-paced environment.
Salary:
- $55,000 - $60,000
Benefits:
- Health Insurance
- PTO
- 401k
Hours:
- Monday-Thursday: 8:30 am -5:00 pm
- Friday: 8:30 am – 4:00 pm
How to Apply
- Submit your resume and a cover letter explaining why you’re a great fit for the Client Experience Associate role at Beacon Capital Management. Applications will be reviewed as received.
Join our team and help us create lasting, positive impressions for our valued clients!
Presented by Advisor Employee Services Thank you for your interest in the Client Experience Associate role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Salary : $55,000 - $60,000
