Senior Client Experience Specialist

Job Summary

A company is looking for a Senior Concierge Support Specialist.

Key Responsibilities

• Act as the lead Subject Matter Expert for Wealth Management clients, managing high-stakes relationships
• Optimize processes by identifying recurring issues and collaborating with Product teams for solutions
• Serve as an advisory partner to Portfolio Managers and Advisors, ensuring seamless service delivery

Required Qualifications

• 5+ years of experience in Private Banking, Luxury Hospitality, or Relationship Management
• Experience in a leadership role, responsible for mentoring and professional development of others
• Proven ability to manage projects while maintaining a personal client portfolio
• Strong skills in delivering difficult messages to clients and executives with clarity and poise