Overview
Client Experience Assistant Jobs in Worcester, MA at Dream Big Wealth Strategies, LLC
Client Experience Assistant
Worcester, MA | Full-Time | $45,000–$55,000
At Dream Big Wealth Strategies, LLC, we believe financial planning is about more than numbers; it’s about helping people create meaningful lives, care for the people they love and build a future they feel excited about.
We are a boutique financial planning and wealth management firm with a warm, relationship-driven culture. Our clients are kind, hardworking, charitable people with big dreams, and we’re looking for someone who genuinely enjoys helping others and creating positive experiences every day.
We are seeking a positive, organized, and professional Client Experience Assistant to join our growing team. This role is ideal for someone who enjoys working with people, thrives in a fast-paced office environment and takes pride in making things run smoothly behind the scenes.
What You’ll Do
As a key member of our team, you will help create a polished, welcoming and high-touch experience for our clients from the moment they walk through the door or call our office.
Responsibilities include:
- Work the front desk of the office, answer phones, greet clients and create a welcoming environment
- Input and maintain client information within our CRM systems
- Organize and maintain client files and records
- Maintain accurate meeting notes and document all client interactions thoroughly
- Handle client service forms and assist with processing service requests
- Reach out to clients for scheduling, missing information, and account or data updates
- Coordinate and schedule meetings with team members
- Assist with client service workflows and financial planning processes
- Prepare and maintain client planning folders, planning summary sheets and tracking reports
- Provide weekly status updates during team huddles regarding planning progress and outstanding items
- Assist with office operations including mailings and basic marketing support
- Support team members with projects and day-to-day operations as needed
- Follow all compliance rules and regulations when preparing, sending, receiving, and discussing confidential client information
What We’re Looking For
We care deeply about attitude, professionalism, positivity, and reliability. The right person is someone who enjoys helping others, communicates thoughtfully, and takes ownership of their work.
You may be a great fit if you are:
- Friendly, polished, and people-oriented
- Positive and upbeat with a “happy to help” mindset
- Able to confidently answer phones and communicate professionally through email
- Highly organized and detail-focused
- Comfortable multitasking and managing competing priorities
- Tech-savvy and comfortable learning new software systems
- Professional and trustworthy with confidential information
- A proactive self-starter who follows through
- Coachable, dependable, and eager to grow
- Comfortable working both independently and as part of a collaborative team
Preferred qualifications:
- Experience in client service, administration, hospitality or financial services
- Familiarity with CRM software and Microsoft Office
- Basic understanding of financial planning or investment concepts is a plus
Why Join Dream Big Wealth Strategies?
We are intentional about building a business and culture centered around positivity, trust, growth, and serving others. We believe work should feel meaningful, collaborative, and rewarding.
Our team values:
- Exceptional client service
- Integrity and kindness
- Continuous learning and growth
- Community impact
- Team collaboration
- Bringing positive energy into the office every day
Dream Big Wealth Strategies, LLC is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
To apply, please submit your resume along with a brief note about why this opportunity interests you to [email protected]
Pay: $45,000.00 – $50,000.00 per year
Benefits:
- 401(k) matching
- Paid time off
- Professional development assistance
- Retirement plan
Shift availability:
- Day Shift (Required)
Ability to Commute:
- Worcester, MA 01604 (Required)
Work Location: In person
Title: Client Experience Assistant
Company: Dream Big Wealth Strategies, LLC
Location: Worcester, MA
