Client Experience Specialist (Wealth Management Firm - RIA)

Client Experience Specialist (Wealth Management Firm – RIA)

Location: Sarasota, FL
Job Type: Part-Time

About Us

Cambria Wealth Management is a boutique financial planning and investment management firm based in Sarasota, Florida. We specialize in retirement income planning and creating customized, tax-efficient portfolio strategies. We are dedicated to providing comprehensive financial planning and personalized, concierge-level service for individuals, families, and small businesses across the United States.

Position Summary

The Client Experience Specialist is the first impression of Cambria Wealth Management. You are the warm, professional presence that sets the tone for every client interaction. This role is responsible for greeting visitors, managing incoming calls, and keeping the office running smoothly day to day. The ideal candidate is polished, dependable, and takes genuine pride in creating a welcoming environment. No background in finance is required, but a high standard of professionalism, attention to detail, and a positive attitude are a must.

This is an excellent opportunity for someone looking for a meaningful part-time role with a growth-oriented firm, with the potential to transition into a full-time position as the team continues to expand.

What You'll Do

• Serve as the face and first point of contact for clients, visitors, and callers, in person and by phone
• Answer, screen, and route incoming calls with warmth and professionalism
• Greet and welcome clients arriving for appointments, ensuring a seamless and comfortable experience
• Assist with scheduling, appointment coordination, and calendar management
• Handle general office logistics including mail, supplies, deliveries, and vendor coordination
• Support the team with administrative tasks such as filing, document preparation, and data entry
• Help maintain an organized, tidy, and professional office environment
• Assist with ad hoc projects and tasks as the firm's needs evolve

What We're Looking For

• Prior experience in a receptionist, administrative, customer service, hospitality or office support role preferred
• Exceptional interpersonal and communication skills. You genuinely enjoy working with people
• High attention to detail and a commitment to doing things right the first time
• Professional presentation and demeanor; you understand that first impressions matter
• Reliable, punctual, and proactive. You take ownership of your responsibilities
• Comfortable with basic office technology (Microsoft Office, email, phone systems); willingness to learn firm-specific tools
• No financial services experience required. We will train the right person

What We Offer

• A stable, growing firm with a strong culture of professionalism, integrity, and client-centered service
• Competitive hourly compensation of $18–$22/hour, commensurate with experience
• A supportive, small-team environment where your contributions are seen and valued
• Consistent, predictable weekday schedule -- no evenings, no weekends
• Room to grow -- we promote from within and invest in people who invest in us

How to Apply

We take the client experience seriously, and that starts with how you introduce yourself to us. To be considered for this role, please complete the following steps:

• Apply via Indeed, including your resume outlining your relevant experience
• Email a cover letter to careers@cambriawealth.com telling us why you're a great fit for this role and for Cambria Wealth Management. We want to hear your voice, not a template

Please note: Applications submitted without a cover letter will not be considered.

Pay: $18.00 - $22.00 per hour

Benefits:

• Flexible schedule
• Paid training
• Relocation assistance

Work Location: In person