What are the responsibilities and job description for the Client Experience Specialist position at Townsend Financial Planning?
Client Experience Specialist – Full-Time, In-Office
Location: Mount Sterling, KY
Company: Townsend Financial Planning
Do you thrive on creating exceptional experiences for clients and supporting a high-performing team? Are you detail-oriented, solutions-focused, and energized by helping others succeed? If so, Townsend Financial Planning is looking for you!
We’re a growing, award-winning financial planning firm seeking a Client Experience Specialist who can serve as a key point of contact for clients and internal team members. This is a full-time, in-office role—ideal for someone who is warm, professional, and thrives in a collaborative environment.
You will love this role if you:
• Are passionate about helping people and solving problems
• Naturally create harmony and order
• Have strong follow-through and love managing details
• Value integrity, kindness, and continuous improvement
• Want to play a pivotal role in helping clients feel cared for and confident in their financial journey
Key Responsibilities:
• Manage and improve the client onboarding process
• Coordinate scheduling, document preparation, and follow-up
• Maintain accurate records in CRM and financial planning software
• Manage account opening and transfer process
• Support team operations with reporting, projects, and vendor coordination
• Maintain a warm, welcoming front office experience
What We’re Looking For:
• 3 years of client service or operations experience preferred
• Strong organizational and communication skills
• Extremely detail-oriented and ability to problem-solve independently
• A solutions mindset and desire to grow with the firm
• Proficiency in technology tools (CRM, scheduling, project management)
What We Offer:
• A mission-driven firm culture that values service, faith, and family
• A tight-knit team committed to excellence and growth
• Competitive pay, paid holidays, and benefits
Location:
• This role is fully in-office at our Mount Sterling, KY location.
To Apply:
- Submit your resume and a thoughtful video cover letter telling us why you’re a great fit.
Salary : $20 - $26