- Be the face of the firm:
- Drive proactive client connection:
- 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:
- Elevate the client experience:
- 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)
- 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
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Are you the kind of person who remembers names, anticipates needs, and makes every room feel more welcoming the moment you walk in? · We're hiring a Director of Client Experience for a growing independent wealth management firm in South Georgia — and this is not your typical "fro ...
Cordele $150,000 - $240,000 (USD) per year3 days ago
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We're hiring a Director of Client Experience for a growing independent wealth management firm in South Georgia — this is not your typical front desk role. · This high-impact position is at the center of the client journey. You'll be the heartbeat of the office. The first impressi ...
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Director of Client Experience - Cordele - THE WELL
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
Create a polished, high-touch, white-glove in-office experience that clients genuinely look forward to.
Birthday calls. Thoughtful follow-ups. Planned outreach. You'll help clients feel remembered and valued year-round.
Own the calendar. Schedule strategically. Keep the day flowing efficiently and professionally.
Assist with client events, special projects, and creative communication ideas that deepen relationships.
What Makes You a Great Fit
Why This Is a Great Seat
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
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Director of Client Experience
The Well- Cordele
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Director of Client Experience
Only for registered members Cordele
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Executive Assistant
Only for registered members Cordele, GA
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Executive Assistant
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Branch Office Administrator
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Community Support Individual
Full time Only for registered members Cordele
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Business Unit Controller
Only for registered members Cordele, GA
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Senior Account Associate- Commercial Insurance
Only for registered members Cordele, GA
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Product Owner
Only for registered members Cordele, GA
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Product Owner
Only for registered members Cordele, GA
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Hospice Administrative Assistant
Only for registered members Cordele, GA
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Caregiver/Home Health Aide
Only for registered members CORDELE
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Senior Account Manager- Commercial Lines- Remote
Only for registered members Cordele, GA
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Insurance Agent
Only for registered members Cordele, GA
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Account Manager
Only for registered members Cordele, GA
-
Senior Account Manager- Commercial Insurance
Only for registered members Cordele, GA
-
Business Unit Controller
Only for registered members Cordele
-
Mechanical Engineer
Full time Only for registered members Cordele
-
Hospice Administrative Assistant
Only for registered members Cordele
-
Account Associate- Commercial Insurance
Only for registered members Cordele, GA
