Client Experience Specialist - New York, New York

Job Details Location: New York, NY 10017 Type: Full Time Salary: $56,000 - $72,000 per year Shift: Day (Monday through Friday, 8:00 AM to 5:00 PM) Responsibilities High‑impact Client Experience Specialist with central coordination responsibilities in our fast‑paced New York advisory office. Main duties include: Front Desk & Office Support Serve as primary back‑up to receptionists and other Client Experience Specialists Professionally answer and direct incoming telephone calls Professionally greet and assist visitors in support of other team members Ensure conference rooms and lobby areas meet Savant standards (stock supplies, maintain cleanliness, and create a welcoming environment) Execute opening and closing procedures for phones and doors Shred client documents as directed Client Meeting Preparation Prepare annual review meeting packets Assist with beneficiary form updates Schedule and organize meetings as requested by the CSAs or Regional Manager Client Record/Document Scanning Accurately scan and digitize vital client documents, ensuring image quality, correct nomenclature, and regulatory compliance Assist with scanning projects related to M&A partners as needed Assist with requests related to folder additions, quality control reviews, etc. Client Portal Administration Work as part of the MySavant Portal administrator team to create client portals and troubleshoot problems Administrative Support Provide support to Client Services Associates Create Office Master Calendar Confirm next‑day appointments Process incoming checks across all custodians and review deposits prepared by other team members for accuracy Utilize technology to perform a variety of tasks including navigating Salesforce for client information Process requests for client gifts Prepare and print materials for team and client use Open and sort incoming mail Prepare and process UPS shipments and order UPS supplies Assemble, print, and bind client reports for meetings or mailings Inventory office supplies and order supplies as needed Assist in coordinating RSVPs, set up, and planning for all local client or team events Serve as a liaison with property management vendors for facilities issues Coordinate various projects as needed Maintain team approach by assisting and filling in for others when necessary Deliver superior client service—troubleshoot problems, schedule and organize meetings, serve as liaison between Advisor, CSA, and client as needed Check conference rooms and lobby for cleanliness, including upkeep of common/shared office space areas Perform a variety of computer functions, including populating and maintaining appropriate client CRM documentation Administration and troubleshooting of Zoom presentations/meetings Perform other duties as requested Qualifications High School Diploma or equivalent 2‑3 years proven success in an administrative support function, preferably in the financial industry Proficiency in Word, Excel, Outlook, and CRM software Must be organized and detail‑oriented Client‑first attitude Strong verbal and written communication skills Position requires a high level of confidentiality Team player, collaborative, able to work with and through others Benefits Medical, dental, and vision coverage with multiple plan options Health Savings Account (HSA) or Flexible Spending Account (FSA) Company‑paid life insurance, AD&D, and disability coverage 401(k) with company match (Roth and Traditional options) Team‑based incentive opportunities and recognition programs Generous paid time off, plus at least 10 paid holidays Annual "Savantiversary" day Summer Hours (shorter work weeks during the summer) Parental leave, personal leave, and other life‑event support Employee Assistance Program (EAP) Wellness reimbursements (e.g., gym memberships) Flexible "Dress for Your Day" approach Additional incentive compensation based on responsibilities and performance All applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Savant Capital LLC, is an Equal Opportunity Employer. #J-18808-Ljbffr