Client Experience Coordinator

Client Experience Coordinator (Executive Assistant to Wealth Advisor)Carnegie Private Wealth · Charlotte, NC (SouthPark) · Full-time · OnsitePay and Benefits$60,000–$70,000 base + 10% bonus opportunity. Medical, dental, and vision; 401(k) with 4% match; unlimited vacation; benefits start day one.The RoleLove making people feel taken care of? Carnegie Private Wealth manages over $2.5 billion for more than 1,400 households. We’re looking for a Client Experience Coordinator to be the right hand to one of our wealth advisors and the warm, polished voice her clients hear every day. If you've delivered white-glove service in hospitality or kept a busy executive running smoothly, this role brings both together.What you'll doOwn a busy advisor's calendar, inbox, and travelSchedule and confirm meetings directly with high-net-worth clients by phone and emailSend personal notes, gifts, and milestone touches that make clients feel knownPlan and run 4–5 client events a year, from venue to follow-upTrack meeting follow-ups and keep client requests moving fastWhat you bring3+ years as an executive assistant, or in luxury hospitality or concierge serviceWarm, polished communication on the phone and in writingStrong organization; you anticipate needs and follow through without being askedDiscretion with confidential informationOutlook and Microsoft Office skills; wealth management or event experience a plusWhy CarnegieYou'll work closely with an advisor who's clear about what she needs and appreciates the help, inside a small, kind team in a beautiful office. You'll build real relationships with clients and see your work turn into referrals. If you care about helping people and want a role where great service is the whole point, we'd love to meet you.This search is managed by SpanHR on behalf of Carnegie Private Wealth. You may be contacted by a SpanHR recruiter about your application.Carnegie Private Wealth is an equal opportunity employer.