Director of Client Experience - Cordele - THE WELL

    THE WELL
    THE WELL Cordele

    12 hours ago

    $150,000 - $240,000 (USD) per year *
    Description

    Are you the kind of person who remembers names, anticipates needs, and makes every room feel more welcoming the moment you walk in?

    Submit your CV and any additional required information after you have read this description by clicking on the application button.

    We're hiring a Director of Client Experience for a growing independent wealth management firm in South Georgia — and this is not your typical "front desk" role. This is a high-impact position at the center of the client journey.

    You'll be the heartbeat of the office. The first impression. The steady hand behind seamless onboarding. The reason clients feel known — not just managed.

    What You'll Own

    • Be the face of the firm:

    Create a polished, high-touch, white-glove in-office experience that clients genuinely look forward to.

    • Drive proactive client connection:

    Birthday calls. Thoughtful follow-ups. Planned outreach. You'll help clients feel remembered and valued year-round.

    • Make onboarding feel effortless:
    • Gather client information, open new accounts, and coordinate smooth handoffs to operations. No dropped balls. No confusion. Just clarity and care.
    • Protect the advisor's time:

    Own the calendar. Schedule strategically. Keep the day flowing efficiently and professionally.

    • Elevate the client experience:

    Assist with client events, special projects, and creative communication ideas that deepen relationships.

    What Makes You a Great Fit

    • Background in client-facing service (luxury retail, concierge healthcare, hospitality, wealth management, etc.)
    • Highly organized with strong follow-through — you finish what you start
    • Comfortable learning new systems (Wealthbox CRM experience is a plus)
    • Warm, confident communicator who genuinely enjoys helping people feel at home
    • Interest in earning Series supported) or already licensed (bonus)

    Why This Is a Great Seat

    • High-visibility, high-impact role in a fast-growing firm
    • Upbeat, collaborative office culture
    • Structured training and support — including optional offsite training in Austin, TX
    • 401(k) employer contribution + PTO
    • Performance bonus tied to firm profitability

    This is an opportunity to step into a role where relationships matter, details matter, and your presence truly makes a difference.

    Interested? xhmxlyz Apply today

    * This salary range is an estimation made by beBee
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