Client Specialist

We are partnering with a Financial Services client that is seeking a confident, energetic, and proactive self-starter to join their highly collaborative team as a Client Experience Specialist. The ideal candidate will support all aspects of their client relationships and project workflows. The firm offers a competitive salary range, generous bonus, and phenomenal benefits.

Responsibilities:

• Managing calendars and complex work plans.
• Preparing client-facing materials, such as graphical presentations, confidential memos, and detailed agendas.
• Handling comprehensive meeting logistics, including sourcing high-end off-site facilities, managing food and beverage, coordinating AV/technology, and arranging related travel.
• Maintaining Salesforce database alongside all electronic and paper files.
• Overseeing all client closing activities.

Qualifications

• Bachelor’s degree with a minimum of three years of experience in an executive-level or C-suite support role.
• Salesforce experience is mandatory
• Calendar management and coordinating complex travel logistics.
• Proven ability to handle sensitive and confidential situations with absolute integrity and discretion.

We are an Equal Opportunity Employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, genetic information, or any other characteristic protected by applicable federal, state, or local law.