What are the responsibilities and job description for the Client Experience Associate position at Morton Brown Family Wealth?
Morton Brown Family Wealth is looking for a Client Experience Associate who is organized, reliable, and takes pride in creating a welcoming and well-run office environment.
If this opportunity excites you, please send your resume and a brief cover letter to info@mortonbrownfw.com.
Client Experience Associate (Front Desk)
Location: Allentown, PA (In-Office)
Type: Full-Time
Salary: Commensurate with experience, $45,000 - $60,000
Benefits: 401(k), Profit Sharing, Health Care, Dental, Vision, Disability, Earned Sabbatical
About Us
Morton Brown Family Wealth is an independent, boutique wealth management firm headquartered in the Lehigh Valley and serving clients nationwide.
We are reimagining financial advice, building a team where curiosity is encouraged, contributions are valued, and culture is as important as results. Our mission is to positively impact the experience people have with money, relationships, and life.
About the Role
The firm is seeking a Client Experience Associate who is responsible for managing front desk operations and providing clerical support across the firm. This role serves as the first point of contact for clients and visitors while supporting scheduling, data management, and administrative workflows.
This position plays an important role in maintaining the day-to-day flow of the office through organization, accuracy, and consistent follow-through.
What You’ll Do
- Answer and direct incoming telephone calls and communications to appropriate team members
- Greet clients and visitors and manage front desk interactions and meeting arrivals
- Own scheduling and calendar management, ensuring accurate meeting details, appropriate time allocation, and coordination across team calendars
- Assist with data entry and maintain accurate client information across CRM, client portal, and internal systems
- Maintain office organization, including conference room setup, supply inventory, and general upkeep
- Handle incoming and outgoing mail and packages (FedEx, UPS, USPS)
- Support team members with administrative tasks and internal projects
- Order and maintain inventory of office supplies
- Assist with basic office upkeep, including light kitchen maintenance
What We’re Looking For
- 3 years of experience in an administrative, clerical, or front desk role
- Demonstrated ability to manage calendars, scheduling, and administrative workflows
- Proficiency with Microsoft Office (Word, Excel, Outlook, Teams)
- Experience with CRM software (Salesforce preferred) and cloud-based environments
- Familiarity with scheduling tools (e.g., Calendly)
- Strong organizational skills and attention to detail
- Ability to learn and adopt new technologies and systems
- Experience in financial services is a plus
Why Morton Brown
- Direct access to firm leadership and mentorship
- A culture that values collaboration, accountability, and growth
- Opportunity to contribute to a team-oriented, high-performing environment
- Competitive benefits including 401(k) with profit sharing, health coverage, and earned sabbatical
- The opportunity to play a meaningful role in the day-to-day client and team experience
Why the Lehigh Valley?
The Lehigh Valley is a vibrant community that offers a unique blend of rural, suburban, and urban living opportunities. It has become a growing hub for business, healthcare, education, and the arts, while maintaining a welcoming and connected feel. Centrally located between New York City and Philadelphia, the region provides easy access to both major cities. With its rich culture, abundant outdoor recreation, and strong tradition of community involvement, the Lehigh Valley is a place where professionals and families can thrive.
Morton Brown Family Wealth is an Equal Opportunity Employer
Salary : $45,000 - $60,000