Client Experience Associate

Job Description

Salary:

About Us
At Revision Wealth Management, we do more than manage money. We guide lives, protect legacies, and serve with intention. Our clients expect precision, discretion, and a level of care that feels rare in todays world. We deliver that through people who take ownership and carry themselves with professionalism at all times.

Position Overview
The Client Relations Specialist serves as the front line of the client experience. This role ensures that every interaction is handled with clarity, urgency, and excellence. You will manage ongoing client service needs, support advisors, and help maintain a seamless, high-touch experience from first contact through long-term relationship management.

This role requires organization, awareness, and the ability to anticipate needs before they are spoken.

Key Responsibilities
Serve as the primary point of contact for client service requests
Handle incoming calls, emails, and client inquiries with professionalism and accuracy
Coordinate and prepare materials for client meetings
Maintain and update client records in CRM systems
Process