As a Client Experience Advisor (CEA), you will serve as a dedicated day-to-day point of contact for ultra-high-net-worth individuals, families, and family offices. You will cultivate strong client relationships, coordinate services across the firm, and ensure a seamless and personalized experience at every interaction. Partnering closely with internal specialists and external advisors, you will proactively anticipate client needs, facilitate communication, keep commitments visible, surface issues and opportunities to the right people, and guide the timely execution of key priorities and commitments. This is a client experience role rather than a technical or engagement management one - our professionals own the tax, accounting, and advisory work, while you make sure the experience surrounding that work is exceptional. Your ability to build trust, navigate complexity, and deliver exceptional service will contribute to long-term client satisfaction and the continued growth of these important relationships.
The ideal candidate is highly organized, relationship-driven, and proactive, with a passion for exceptional client service and a commitment to professionalism, discretion, and confidentiality. You thrive in a fast-paced environment, enjoy managing multiple priorities, and have a natural ability to build trust with clients, colleagues, and external advisors. This role offers the opportunity to build meaningful relationships while helping successful individuals and families navigate complex financial, tax, and advisory matters through a personalized and highly coordinated service experience.
This position reports to the Family Office / Private Wealth Practice Leader and works alongside engagement partners, managers, and technical specialists across the firm.