Client Experience Specialist

Prestige Wealth Management is growing, and we are looking for an exceptional Client Experience Specialist to join our team in Southlake. This is not a traditional receptionist or administrative assistant role.

We are looking for someone who is warm, confident, organized, proactive, and genuinely enjoys helping people. This person will be the welcoming face and voice of Prestige Wealth Management and will play an important role in creating an exceptional experience for our clients and prospective clients from the moment they interact with our firm.

The right person will also have significant opportunity to grow with Prestige. Depending on interests, strengths, and willingness to learn, this role can expand into client service, operations, financial planning support, marketing, industry designations, licensing, and other areas of wealth management.

What You’ll Do

Client Experience & Front Office

• Serve as the primary point of contact at our Southlake office
• Warmly greet clients, prospects, vendors, and guests
• Answer incoming phone calls and help route client needs appropriately
• Maintain a professional, welcoming, organized front-office environment
• Prepare meeting rooms and help ensure clients have an exceptional in-office experience

Client Communication & Follow-Up

• Make outbound calls to clients and prospects regarding follow-up items, upcoming meetings, paperwork, and next steps
• Help clients complete outstanding forms, questionnaires, and account paperwork
• Provide status updates on items our team is working on
• Assist with meeting confirmations, scheduling, and rescheduling
• Help coordinate client appreciation efforts, thank-you messages, welcome gifts, birthdays, and other important client touchpoints

Client Service & Onboarding Support

• Assist our Client Operations Manager and service team with onboarding new clients
• Help gather and organize client information and required documentation
• Assist with updating client information in our CRM
• Support advisors with meeting preparation and follow-up
• Help ensure outstanding client service items are tracked and completed

Team & Office Support

• Work closely with our advisors, Client Operations Manager, and Director of Operations
• Assist with special projects and firm initiatives
• Help identify opportunities to improve the client experience and internal processes
• Take ownership of responsibilities rather than waiting to be asked what needs to be done next

What We’re Looking For

We care more about the person than a specific résumé. The ideal candidate is:

• Friendly, polished, and comfortable speaking with people
• Confident making outbound phone calls
• Highly organized and detail-oriented
• Dependable and professional
• Comfortable learning technology and new systems
• Able to manage multiple priorities without losing track of details
• Proactive and willing to take initiative
• Team-oriented and willing to help wherever needed
• Interested in learning and growing professionally
• Someone who takes pride in providing excellent service

Experience in financial services is helpful, but it is not required for the right person.

Career Growth

We want this to be a role someone can grow into, not simply a job they occupy.

Prestige Wealth Management is committed to providing training, education, mentorship, and professional development opportunities. Depending on the employee’s interests and abilities, future opportunities could include:

• Expanded client service responsibilities
• Financial planning support
• Client onboarding and operations
• Marketing and client engagement
• Industry certifications and professional designations
• Securities or insurance licensing
• Advancement into senior client service or operations roles

As Prestige grows, we want our team members to grow with us.

About Prestige Wealth Management

Prestige Wealth Management is an independent wealth management firm based in Southlake, Texas. We work with individuals, families, retirees, business owners, and professionals across the country, helping coordinate investments, financial planning, retirement income, tax strategy, estate planning, and risk management.

Our goal is to provide clients with clarity, coordination, and confidence while delivering a highly personalized experience. We have an entrepreneurial, team-oriented culture and are building a firm where great people have the opportunity to make a meaningful impact.

Pay: $22.00 - $30.00 per hour

Expected hours: 40.0 per week

Benefits:

• 401(k)
• 401(k) matching
• Paid time off
• Parental leave

Work Location: In person

Salary : $22 - $30