Client Relationship & Experience Associate
Laguna Wealth Services Corpus Christi, Texas
Create Remarkable Experiences. Build Lasting Relationships.
At Laguna Wealth Services, we believe exceptional client service is one of our greatest differentiators. We serve the financial planning and investment needs of families, business owners, professionals, and charitable organizations throughout South Texas. Our mission is to help clients navigate life's financial opportunities and challenges with confidence while delivering a level of care and personal attention that is uncommon in our industry.
We are seeking a Client Relationship & Experience Associate who is passionate about serving others, building meaningful relationships, and creating exceptional experiences. This individual will serve as the welcoming face of our office, a trusted resource for our clients, and a key support partner to our advisory team.
Inspired by the principles of luxury hospitality, we are looking for someone who believes that details matter, relationships come first, and every interaction is an opportunity to exceed expectations.
Position Summary
The Client Relationship & Experience Associate is responsible for delivering a world-class client experience at every touchpoint. This position combines front desk reception, client relationship management, executive assistant responsibilities, and administrative support within a professional wealth management practice.
The ideal candidate is warm, professional, highly organized, proactive, and genuinely enjoys helping people. They thrive in a fast-paced environment, anticipate needs before being asked, and take pride in creating memorable experiences for clients and visitors.
Key Responsibilities
Client Experience & Hospitality
- Serve as the first point of contact for clients and visitors.
- Welcome guests with warmth, professionalism, and attention to detail.
- Create a positive and memorable experience for every client interaction.
- Anticipate client needs and proactively provide assistance.
- Assist in coordinating client appreciation activities, gifts, events, and special touches.
- Build and maintain strong relationships through exceptional service and communication.
- Help ensure every client feels valued, respected, and cared for.
Front Desk & Reception
- Manage reception and front desk responsibilities.
- Answer and direct incoming telephone calls professionally and efficiently.
- Greet clients and visitors upon arrival.
- Maintain reception and conference areas to the highest standards.
- Coordinate meeting room scheduling and hospitality needs.
- Manage incoming and outgoing mail, packages, and office deliveries.
- Assist with office organization and administrative coordination.
Client Relationship Support
- Serve as a liaison between clients and advisors.
- Respond to client inquiries and service requests.
- Coordinate account paperwork and service-related documentation.
- Maintain accurate client records and contact information.
- Assist with client onboarding and ongoing relationship management.
- Ensure all client requests are completed accurately and in a timely manner.
Executive & Advisor Support
- Manage advisor calendars, appointments, and scheduling.
- Coordinate travel arrangements, conference registrations, and logistics.
- Assist with correspondence, communications, and follow-up activities.
- Help advisors manage priorities, deadlines, and daily workflow.
- Maintain organizational systems and contact databases.
- Support special projects and business initiatives.
- Handle confidential information with discretion and professionalism.
- Anticipate needs and proactively solve problems before they arise.
Operations & Team Support
- Utilize CRM and office technology systems to track activities and workflows.
- Support firm processes and operational initiatives.
- Assist with client events, seminars, and educational programs.
- Collaborate with team members to improve efficiency and client service.
- Contribute positively to our culture of teamwork, professionalism, and continuous improvement.
Qualifications
Required
- Bachelor's degree, or equivalent professional experience.
- Strong customer service and relationship management skills.
- Excellent written and verbal communication abilities.
- Exceptional organizational skills and attention to detail.
- Ability to manage multiple priorities and deadlines.
- Professional appearance and demeanor.
- Proficiency with Microsoft Office and business software applications.
- Ability to work both independently and as part of a collaborative team.
Preferred
- Experience in hospitality, executive assistant, client service, banking, healthcare, legal, financial services, luxury retail, concierge services, or another client-focused profession.
- Experience with CRM systems and office administration.
- Experience supporting executives, professionals, or business owners.
- Financial services experience is helpful but not required.
What We're Looking For
The ideal candidate:
- Enjoys helping people and creating exceptional experiences.
- Possesses a hospitality mindset and strong emotional intelligence.
- Notices details that others often miss.
- Is dependable, organized, and proactive.
- Communicates with confidence, warmth, and professionalism.
- Takes ownership and follows through on commitments.
- Maintains confidentiality and exercises sound judgment.
- Seeks opportunities to improve processes and exceed expectations.
Why Join Laguna Wealth Services?
- Competitive compensation
- Bonus opportunities
- Professional development and career growth
- Supportive, family-oriented culture
- Opportunity to work directly with experienced advisors
- Meaningful relationships with clients and families
- A workplace where your contributions make a visible impact every day.
To Apply
Please submit your resume along with a brief cover letter explaining why you believe you would be an excellent fit for our Client Relationship & Experience Associate position.
Pay: $45,000.00 - $72,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Relocation assistance
- Vision insurance
- Volunteer time off
Application Question(s):
- How many years of experience do you have in Financial Services, Hospitality, or as an Executive Assistant?
Education:
License/Certification:
- FINRA License (Preferred)
Work Location: In person
