Office & Client Experience Manager

Job Description

Job Description

The Office & Client Experience Manager is an integral part of our day-to-day office operations. You’ll oversee our office operations, CRM management, and ensure client relationships and service model are maintained. The ideal candidate is organized, can manage multiple calendars, is comfortable calling clients, enjoys creating relationships, and is flexible and adaptable to a growing team. This is an in-office position, as you will be the face of our company.

Compensation : $60,000 yearly

Responsibilities :

Office & Team Responsibilities

• Take initiative on keeping our office running smoothly, including being on top of office supplies, organization, filing systems, the look and feel of the office for team members, and client experience.
• Maintain the calendars of multiple team members in coordination with the client service model.
• Order lunches and provide snacks for the office, client meetings, and team meetings.
• File expenses and keep track of all company bills and receipts.
• Apply for investment and insurance licenses for advisors.
• Schedule and book internal meetings, travel, and events across the team.
• Handling booking flights, hotels, and food accommodations for all these meetings and events.

Client Service Responsibilities

Daily Time Spent

Qualifications :

About Company

Longwise Wealth Partners is a multi-generational wealth management practice in Lakewood & Vail Valley, Colorado. We provide integrated financial planning for over 500 high-net-worth clients nationwide. Our team's mission is to build confidence while reducing financial anxiety. We are currently a team of 17 and are positioned for rapid growth in the near future. Our team values are diligence, authenticity, providence, and joy, and we live these values in everything we do.

Our team enjoys frequent interaction and collaboration with each other. We are continually looking for ways to grow and develop our practice and each other through professional coaching, team retreats, and other outings.

A Longwise team member has the following characteristics :

Grit, Vulnerability, Enterprising, Passion, and Generosity.