What are the responsibilities and job description for the Client Experience Manager position at Croak Capital?
About Croak Capital
Croak Capital is a fast-growing wealth management firm that saw 35% AUM growth in 2024 . We deliver measurable results for high-value clients through precise strategies and high-touch service .
The Role
The Client Experience Manager is the frontline of client relationships , ensuring seamless interactions, proactive service, and a high level of engagement. This role is responsible for coordinating client requests, supporting investment and planning efforts, managing events, and strengthening Croak Capital’s presence in the community . The ideal candidate thrives in a client-facing role, is highly responsive, and is committed to delivering an exceptional experience.
Responsibilities
- Client Relationship Management : Act as a primary point of contact, ensuring every client request is handled promptly and accurately.
- Investment & Planning Support : Assist with client portfolio updates, document preparation, and financial planning workflows.
- Client Experience Enhancement : Identify ways to improve client interactions, streamline processes, and create a seamless service experience.
- Event Coordination : Plan and execute client appreciation events, educational seminars, and firm-hosted gatherings .
- Community Engagement & Business Development : Represent Croak Capital at local networking events, industry conferences, and professional groups .
- Brand Representation : Strengthen relationships with clients and partners, reinforcing Croak Capital’s reputation for elite service.
Qualifications
This is an in-office role in Toledo, OH , ensuring strong collaboration and client service.