Client Experience Specialist

Job Description

Job Description

For the professional who understands that exceptional service begins with how people are treated.

Clients are retirees and families planning for retirement. From the first call to the walk through our front door to the follow-up email two days later, you shape what it feels like to be a client here. Most of it is ordinary, and what people need is warmth, competence, and a fast answer. Some of it is not ordinary, and what they need is someone steady. You will be good at both.

That is what we mean by client experience. Not just a smooth process, but the sense that this firm has them.

Every piece of it is deliberate. The office is welcoming because someone made it that way. The greeting is warm and by name. The room is ready before the meeting starts. The email gets answered when you said it would. Nothing falls through. Clients come to trust a firm because the details never once let them down.

At Lukas Total Wealth, client experience is not a department. It is a discipline, and this role owns it end to end. You do not need a financial background. We will teach you the industry. We cannot teach someone to genuinely care about people.

Full-time, in-office in North Little Rock. Monday through Friday.

Compensation:

$35,000 - $50,000, based on experience

Responsibilities:

• Create a remarkable client experience. Own the client experience across every touchpoint by phone, email, and in person, from first contact through follow-up. Keep the office welcoming, prepared, and ready for clients at all times.

• Support our advisors with precision. Manage the firm calendar and coordinate client meetings and annual reviews. Prepare meeting materials and conference rooms so advisors walk in fully ready.

• Manage follow-through. Track and complete post-meeting action items, service requests, and follow-up commitments. Process client paperwork accurately and with appropriate confidentiality.

• Keep our systems sharp. Maintain accurate client records in Wealthbox, keeping profiles, notes, and documentation organized and complete.

• Support our events and seminars. Assist with client events and seminars as part of the broader team, helping ensure every detail is handled and each event runs smoothly.

• Continue sharpening your craft. Participate in training and contribute ideas that improve the client experience over time.

Qualifications:

• Required:

• Genuinely service-minded. You care about people, not just tasks.

• Highly organized and naturally detail-oriented, with strong follow-through

• A confident communicator in person, on the phone, and in writing, who builds trust quickly

• Steady with people in difficult moments. Some calls are hard, and you can be a calm presence without being thrown by it.

• Steady under pressure. You stay calm when things get busy and composed when things get stressful.

• Professional, prepared, and dependable, with a deep belief that punctuality and preparation are forms of respect

• Comfortable with technology and willing to learn new platforms

• Able to handle sensitive client and financial information with discretion
  Preferred:

• Prior experience in client service, front office, administrative support, or hospitality

• Experience with Google Sheets, Google Docs, and Microsoft Office is a plus.
  

No financial industry experience required. We hire for character and train for competence.
What you will not find here: a clock-in, clock-out culture, an environment where details get overlooked, a revolving door team, or a firm that talks about family while operating differently behind the scenes. We care more about doing the right thing than taking shortcuts.

About Company

Lukas Total Wealth is an independently owned Registered Investment Advisory firm located in North Little Rock, Arkansas. Our mission is to help good people make wise financial decisions so they can focus on what matters most and truly THRIVE in retirement.

Our planning philosophy centers around the THRIVE Planning Process, focused on Taxes, Healthcare, Risk Management, Income Planning, Vitality, and Estate & Legacy Planning. We believe retirement planning should bring clarity, confidence, and coordination to every stage of life.

We are building a culture centered on professionalism, integrity, preparation, meaningful relationships, and doing the right thing for clients.

Benefits include competitive compensation with incentives, Traditional and Roth 401(k) with company match, Aetna health insurance, company-paid life and disability coverage, PTO, volunteer time, fitness memberships, team events, and in-office snacks and beverages.