Client Experience Associate

Client Experience AssociateClient Service, Administrative Support, Office OperationsThe Jamrog Group | Holyoke, MassachusettsFlexible Scheduling Available | Remote Considered $40,000-$53,000 + Bonus OpportunityAbout The Jamrog GroupAt The Jamrog Group, we help individuals and families make confident financial decisions through comprehensive financial planning. We're a planning-first wealth management firm serving a diverse clientele across the country. Our team values collaboration, continuous learning, professionalism, and delivering an exceptional client experience.We believe exceptional client service is never an accident. It happens because every member of our team cares deeply about doing great work, helping one another, and creating meaningful experiences for the people we serve. If you're someone who finds satisfaction in staying organized, helping others succeed, and making people feel genuinely cared for, you'll fit right in.About the RoleWe're looking for a Client Experience Associate to support the day-to-day administrative needs of our clients and advisory team.This is a highly organized, detail-oriented role centered around client communication, scheduling, electronic document management, paperwork processing, and administrative follow-through.A significant part of your day will be spent communicating with clients by email—scheduling meetings, requesting documents, answering routine questions, sending paperwork, following up on outstanding items, and making sure clients know what they need to do next.You'll also help maintain accurate electronic client files, process and send paperwork, track documents and signatures, prepare mailings, and keep the many administrative details of a busy financial planning practice moving forward.Financial services experience is helpful, but not required. We're looking for someone who is exceptionally organized, comfortable with technology, a strong written communicator, and genuinely enjoys administrative work.Schedule FlexibilityWe're open to considering a modified schedule, such as 9:00 AM–3:00 PM, a hybrid arrangement, or fully remote work for the right candidate.The position can generally be structured around 30–40 hours per week, with responsibilities adjusted as appropriate based on schedule and work location.What You'll DoClient Communication & SchedulingManage a high volume of client email communication throughout the daySchedule and coordinate client meetings across multiple advisor calendarsRespond to routine client questions and requests promptly and professionallySend meeting confirmations, reminders, follow-ups, and document requestsFollow up with clients regarding outstanding paperwork, signatures, documents, and action itemsHelp clients navigate account access, electronic signatures, document uploads, and basic technology questionsServe as a consistent and responsive point of contact for routine administrative needsDocuments, Paperwork & Client RecordsPrepare, process, send, and track client paperworkMonitor electronic documents and signatures from initial request through completionDownload, organize, name, and file electronic documents accuratelyMaintain complete and organized client records within our CRM and document management systemsUpload and route documents to the appropriate team members and systemsAssist with routine account maintenance paperwork, including beneficiary updates, address changes, and other service requestsReview paperwork for completeness and follow up when information or signatures are missingTrack outstanding documents and administrative requests to ensure items are completedMaintain accurate records of client communications and activityMeeting & Advisor SupportSupport advisors with meeting preparation and administrative follow-upGather and organize documents needed for upcoming client meetingsProcess meeting notes and update client recordsHelp track outstanding action items following meetingsCoordinate administrative follow-up between clients, advisors, and other members of the teamOffice SupportPrimarily applicable to candidates working from our Holyoke office.Coordinate incoming and outgoing mail and packagesScan, route, and file physical documentsManage office supplies and routine office needsHelp maintain an organized and professional office environmentSupport other administrative projects as neededWhat Makes Someone Exceptional In This Role:Your inbox doesn't scare you—you actually enjoy working through itYou are an excellent written communicator and can write polished, warm, professional emails quicklyYou enjoy managing calendars and solving scheduling puzzlesYou are meticulous about documents, naming conventions, filing, and recordkeepingYou notice when something is missing and follow up without needing to be askedYou can manage a large number of small tasks without losing track of themYou're comfortable moving between email, CRM systems, electronic documents, calendars, and other technology throughout the dayYou enjoy completing tasks and closing loopsYou can distinguish between something you can handle independently and something that needs to be escalatedYou communicate proactively when something is delayed, unclear, or incompleteYou are dependable, responsive, and exceptionally organizedThis is a high-volume administrative role supporting a busy advisory team and more than 350 client households. Success requires someone who can comfortably manage a steady flow of emails, appointments, documents, paperwork, and follow-up while maintaining accuracy and professionalism.QualificationsRequired:Strong organizational and communication skillsProfessionalism and attention to detailProficiency with Microsoft Office (Outlook, Word, Excel)Ability to manage multiple priorities and deadlinesStrong technology skills and confidence learning new software platformsHelpful, but not required:Experience in customer service, hospitality, administration, scheduling, or office supportExperience with CalendlyDon't check every box? If you're motivated to learn and excited about the opportunity, we'd love to hear from you.Compensation & Benefits$40,000–$53,000 annual salary based on a full-time, 40-hour-per-week scheduleAnnual bonus opportunity401(k) with company matchLong-term disability coveragePaid time offWellness and charitable giving stipendsHow to ApplyPlease send your résumé along with a brief note telling us:Why this opportunity interests youWhat would make you successful in this roleApplications and questions may be sent to Bailey Shafer at bailey@jamrog.group.