Client Experience Specialist - New York, New York

Client Experience Specialist responsible for creating a seamless experience for clients and internal team in a fast-paced New York advisory office.

Requirements

• 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)