Client Experience Specialist

Are you the kind of person who can walk into a room and instantly make it feel calmer, more welcoming, and more organized? Do you love building relationships, anticipating needs, and keeping a fast-moving team on track?

As our Client Experience Specialist
, you won’t just greet clients—you’ll shape the entire arrival-to-follow-up experience. You’ll be the connective tissue between clients, advisors, and operations, making sure every interaction feels effortless, personalized, and on-brand.

Vantage Point Financial LLC, is a fast-growing holistic financial planning firm located in Lisle, IL. Our mission is to lead and empower our clients, team members, and community to achieve more in life than they thought possible. We provide comprehensive financial planning services that combine top-tier wealth management, smart tax planning, and niche financial services to create individualized plans that work for our clients at every stage of life.

• Be the warm, polished first point of contact, in person, by phone, and digitally, creating a consistent and memorable Vantage Point experience.
• Learn each client’s preferences and communication style to deliver high-touch, relationship-driven service.
• Handle inbound client needs with confidence and urgency, ensuring clients feel known, prioritized, and cared for.
• Maintain a clean, professional, welcoming office environment that reflects our firm’s standards and culture.
• Support basic client service tasks in Schwab Advisor Center, including account support workflows, document processing, and service requests.
• Coordinate with advisors and operations to ensure every service item is completed accurately and on time.
• Proactively track follow-ups, paperwork status, and client deliverables so nothing slips through the cracks.
• Develop a working understanding of how a wealth management firm operates—accounts, planning cadence, client lifecycle, and service standards.
• Manage the client review calendar from end to end: scheduling, confirming, preparing, and ensuring meetings run smoothly.
• Communicate clearly with clients before and after meetings to keep them informed and engaged.
• Assist advisors and internal teams with meeting materials and room prep.

• Support planning and execution of client events, ensuring a premium, seamless experience.
• Provide administrative support at educational seminars.
• Maintain supplies, office systems, and day-to-day operational readiness.
• Provide administrative support including mail handling, document preparation, and meeting set up.

• Have 5+ years of experience in a client-facing administrative, hospitality, concierge, or executive support role.
• Are obsessed with relationship-building
  relationship-building
  ; you notice the details, remember names, and genuinely enjoy helping people feel cared for.
• Bring confidence and calm to a busy environment, juggling priorities without dropping the ball.
• Are naturally proactive: you don’t wait to be told what needs to happen next.
• Have strong written and verbal communication skills and polished phone etiquette.
• Love systems and organization; you follow processes and improve them.
• Are tech-comfortable and quick to learn new platforms (Microsoft Office required; CRM/Schwab experience a plus).
• Have experience in financial services, investment management, banking, or insurance—or are highly motivated to learn the industry quickly.

• Experience with Schwab Advisor Center or similar custodian platforms.
• Familiarity with wealth management or financial planning environments.
• Experience supporting event logistics or high-touch client experiences.

Medical and Dental Insurance + 401k w-Match

Professional, Fun, Motivating Atmosphere

We want to help you reach your full potential professionally and personally! We are looking for hard-working candidates passionate about customer care who genuinely enjoy helping make a difference in others' lives!

Mid-Senior level

Full-time