What are the responsibilities and job description for the Client Experience Specialist position at Transformation Wealth Group?
We are seeking a highly organized, client-centric professional to be the face of our firm. This role requires a warm and approachable individual who can provide exceptional service to our clients.
Key Responsibilities:
- Greet and support clients with a personal touch
- Manage appointment scheduling and confirmations
- Send client onboarding packages and milestone acknowledgments
- Help manage policies, estate plan paperwork, and service requests
- Support client events and our online community
- Keep the office running smoothly and professionally
Requirements:
- Experience in client service, office coordination, or admin roles
- Excellent communication and follow-up skills
- Comfortable with Gmail, Zoom, and CRM tools (Go High Level is a plus)
- Detail-oriented with a people-first mindset
About Us:
At Transformation Wealth Group, we're more than a financial firm - we're a movement. Our mission is to empower families to break free from conventional financial norms and build a legacy of wealth with purpose.
We offer a supportive, growth-oriented team environment with real impact on real families. We also provide training, development, and leadership potential for our employees.
