client experience & operations manager.

• 25-30 Hours/Week (Flexibility Available)

Responsibilities:

• Client Relationship Management: Serve as the primary point of contact for scheduling, service requests, and general inquiries; deliver a high-touch, "white glove" experience.
• Meeting Lifecycle Oversight: Lead the end-to-end coordination of client meetings, including preparation of materials, in-meeting support, and rigorous post-meeting follow-up.
• Operational Execution: Manage workflows, update CRM data with precision, and refine administrative processes to ensure the practice runs efficiently.
• Planning Support: Assist the Advisor with financial planning documentation, data entry, and the gathering of necessary client financial information.
• Proactive Practice Support: Anticipate the needs of the lead advisor and the practice; take ownership of outcomes to ensure no detail is overlooked.

Skills and Qaulifications:

• Previous experience in a professional office environment (Financial Services, Law, Insurance, or Real Estate is a plus).
• Associate's or Bachelor's degree in Business, Finance, or a related field.
• A desire to grow long-term within a Duluth-based practice.
• Familiarity with financial planning software or advanced CRM management.
• A proven track record of taking initiative and being accountable for results, not just tasks.
• Professionalism, warmth, and the ability to communicate clearly with high-net-worth clients.
• High proficiency in standard office software (Microsoft Office/Google Workspace) and the ability to learn new industry-specific CRM and planning tools quickly.
• Absolute commitment to maintaining confidentiality and handling sensitive financial data with care.
• Ability to manage multiple moving parts and deadlines without sacrificing attention to detail.

If you're a detail-oriented professional looking for a role where your work truly matters and your growth is a priority, we?d love to hear from you!

Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).