Client Experience Specialist
Client Experience Specialist Athens, Georgia
About Elwood & Goetz
Elwood & Goetz is a unique, fast-growing, fee-only, independent financial planning firm with office buildings in Athens and Atlanta, Georgia. We also have satellite offices in Charleston, South Carolina and Naples, Florida. As legal fiduciaries to our clients at all times, we provide comprehensive, personalized, and objective wealth management for individuals, families, and businesses. Since 2006, we have been, and continue to be, pioneers in redefining financial planning and wealth management as a helping profession.
Recognized as having one of the most educated and credentialed advisory teams in the country, we serve more than 600 families across the country (and a few other countries) with a >98% client retention rate.
Elwood & Goetz has been named one of America’s Best Places to Work for Financial Advisers by Investment News for multiple years.
Elwood & Goetz is a Registered Investment Adviser with the U.S. Securities and Exchange Commission and a member of the National Association of Personal Financial Advisors (NAPFA), the Fee Only Network, and XY Planning Network.
Our Mission
As a fee-only financial planning team and fiduciary, our mission is to guide clients to financial fulfillment by finding a balance between living their best lives today and reaching their goals for tomorrow.
Our Vision
To be the exemplary financial planning firm in the country, renowned for our integrity, sophistication, and generosity.
To achieve our mission and vision, we will:
• Rebuild credibility in the financial services industry and redefine financial planning as an honest, trusted, and transparent profession.
• Identify and eliminate financial stress, confusion, and burden for our clients.
• Share advice and education that is both unbiased and optimal, always rooted in evidence, experience, and the client’s best interest.
• Develop the best team of caring, competent, honest, and effective financial planners committed to our core values, independence, fee-only structure, and client-first approach.
Talent Statement
Our employees are our greatest strength. At Elwood & Goetz, we are committed to an equitable and inclusive culture where every employee feels comfortable bringing their true and authentic selves to work. We greatly value diversity of thought and welcome, celebrate, and seek out diversity of backgrounds, beliefs, and experiences. We know that through our differences, we bring unique perspectives, ideas, and principles that make our team — and our clients — better.
Description & Responsibilities
Position Summary
The Client Experience Specialist creates an exceptional one-of-a-kind experience for clients, prospective clients, guests, and team members. This role is often one of the first points of contact for the firm and helps ensure that every interaction feels warm, professional, thoughtful, and consistent with the firm’s values.
This position is ideal for a service-oriented, detail-oriented, and welcoming professional who enjoys helping others, creating a polished, over-the-top service environment, and making people feel cared for.
The Client Experience Specialist will support the office's client-facing environment and assist with general administrative needs that contribute to the smooth operation of the firm.
This is primarily a client experience role. While all team members may assist with general firm needs from time to time, the primary focus of this position is to support reception, hospitality, meeting preparation, client touchpoints, and the broader client experience.
Key Responsibilities
The Client Experience Specialist will provide front-office, hospitality, and administrative support to the firm. Responsibilities will include, but are not limited to, the following:
1. Client Experience
Create a welcoming, polished, and thoughtfully unique experience for clients, prospective clients, guests, and team members that is calming, warm, and relaxing.
2. Client Meetings, Office & Hospitality Coordination
Support the preparation and maintenance of client-facing spaces and meeting areas. This may include preparing meeting rooms, coordinating refreshments, resetting spaces after meetings, maintaining supplies, and helping ensure that the office environment is welcoming.
3. Client Appreciation & Events
Assist with client appreciation and relationship-building efforts that enhance the overall client experience. This may include supporting client gifting, cards, firm-sponsored events, special occasions, and other thoughtful touchpoints that help clients feel known, valued, and supported .
4. Client & Team Communication
Support communication between clients and team members. This may include document printing, scanning, and mailing; coordinating communication and meetings between clients, prospective clients, and team members; and other administrative tasks as needed to support the clients’ overall experience in their advisory team relationship.
Requirements & Qualifications
• Warm, welcoming, and professional demeanor.
• Experience in planning events, gatherings, socials, or special occasions.
• Strong communication and interpersonal skills.
• Excellent attention to detail and follow-through.
• Strong organizational skills and ability to manage recurring responsibilities.
• Service-oriented mindset and genuine desire to help others.
• Ability to maintain a polished, calm, and professional presence with clients and team members.
• Ability to handle confidential client and firm information with discretion.
• Self-motivated and willing to take initiative without waiting for direction.
• Comfortable answering phones, greeting guests, and supporting in-person client interactions.
• Prior experience in hospitality, reception, individual counseling, personal coaching, client service, or financial services is preferred but not required.
• Interest in contributing to a high-quality client experience and positive team environment.
• Experience with Microsoft Office, Google Workspace, CRM systems, scheduling tools, or office systems preferred.
Ideal Candidate Profile
The ideal candidate is gracious, dependable, attentive, highly service-minded, and manages confidential information with the highest of integrity. This person enjoys creating a positive first impression, noticing small details, anticipating needs, and helping clients and team members feel comfortable, supported, and connected. They should bring warmth, professionalism, discretion, and consistency to the front-office experience.
Additional Expectations
The responsibilities of this role may evolve over time based on firm needs, client experience priorities, leadership direction, and the employee’s capabilities.
This position description is intended to describe the general nature and level of work performed. It is not intended to be an exhaustive list of all responsibilities, duties, or skills required. The employee may be asked to perform other duties as assigned.
For consideration, please email your resume and cover letter to hr@elwoodgoetz.com
Financial Services
Financial Services
Full-time