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Client Experience Manager

Croak Capital
Toledo, OH Full Time
POSTED ON 3/7/2025
AVAILABLE BEFORE 6/3/2025

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

  • 3 years of client-facing experience in wealth management, private banking, or high-end service industries.
  • Strong relationship-building skills —comfortable engaging with high-net-worth clients and professional networks.
  • Detail-oriented and proactive , with a strong ability to anticipate client needs and solve problems before they arise.
  • Exceptional communication skills —clear, professional, and highly responsive.
  • Event planning and coordination experience is a plus.
  • Tech-savvy , with experience in Salesforce, custodial platforms (e.g., Schwab), and financial reporting tools preferred.
  • This is an in-office role in Toledo, OH , ensuring strong collaboration and client service.

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