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Client Experience Specialist
Are you passionate about delivering exceptional client service and fostering meaningful relationships? TriStarr’s client, a faith-based financial advisory and services firm, is looking for you! This is a wonderful opportunity for a professional who excels in a fast-paced environment and loves making a positive impact. You’ll work closely with advisors and team members in a collaborative setting, supporting new client onboarding, managing schedules, and ensuring a seamless client experience. If you’re organized, personable, and thrive in a role that combines client management with strategic support, this role might be perfect for you.
Key Responsibilities
- Serve as the primary point of contact for client communication via phone and email
- Coordinate onboarding workflows and prepare advisors for meetings
- Manage calendars, scheduling, and meeting logistics
- Maintain and enhance CRM workflows and client data accuracy
- Support operational tasks and cross-team communication
- Handle client onboarding, client management, and follow-up
Qualifications / What We’re Looking For
- 3-5 years of relevant experience, ideally in financial services or client-facing roles
- Strong organizational, time management, and problem-solving skills
- Excellent communication and interpersonal abilities
- Proficiency in Microsoft Office (Word, Excel, Teams, Outlook)
- Ability to handle multiple priorities with attention to detail
- A professional attitude with discretion and adaptability
Why Join the Team? Enjoy a supportive, faith-based environment within a growing, dynamic team that values learning and collaboration. This role offers an impactful career path with opportunities to develop your skills and make a difference every day.
Job Details
- Job Type: Permanent
- Pay / Salary: $70,000 – $80,000/year
- Hours: 8 am – 4:30 pm Mon-Thu, 8 am – 4 pm Fri
- Location: onsite in Gap, PA
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