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Client Experience Specialist

Lukas Total Wealth

Lukas Total Wealth seeks a Client Experience Specialist to deliver exceptional service to wealth management clients. In this role, you will support advisors with onboarding, account maintenance, meeting preparation, and follow-up, ensuring every interaction reflects our fiduciary commitment and high-touch service model. You will handle client inquiries, coordinate paperwork and custodial requests, and prepare reports that support investment, retirement, and risk management strategies. You’ll collaborate closely with advisors, stay current on financial markets and planning tools, and help maintain long-term, trust-based client relationships in a fast-paced, learning-focused environment.

Vacancy posted 2 days ago
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