Broker Check

Client Experience Specialist

Dodds Wealth Advisors, a growing wealth management firm, is seeking a Client Experience Specialist to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization! 

Our mission at Dodds Wealth Advisors is to help people enjoy a better life by sharing unique financial solutions, delivered in a professional and exceptional full-service environment. If you have a relentless, burning desire to succeed and share our vision, then we would love to hear from you! 


The Client Experience Specialist plays an important role in setting the tone for the organization. As the first and last person clients see when they are in the office, the Client Experience Specialist is instrumental in making sure clients have a positive experience. 

Responsibilities & Activities

  • Greets clients and prospective clients in a friendly and sincere manner, making them feel comfortable when they visit the office.
  • Handles incoming telephone calls.
  • Sorts and distributes the mail.
  • Sends periodic client correspondence.
  • Coordinates the assembly and mailing of client paperwork.
  • Handles calendars for the Wealth Advisors and others in the office.
  • Orders and handles office supplies.
  • Coordinates outside vendors.
  • Develops and maintains written documentation (systems) of all activities within our internal CRM.
  • Performs other duties as assigned.

Knowledge, Skills, & Abilities

  • Requires:
    • Excellent interpersonal skills.
    • Excellent attitude and an extraordinary client service orientation.
    • Superior phone skills—friendly and helpful in all interactions on the phone.
    • A genuine interest in serving and caring for other people.
    • Excellent organizational and time management skills and ability to multi-task.
    • Professional demeanor.
    • Proficiency with Microsoft Office Suite.
    • Ability to type 50 wpm.
  • Attendance is an essential function.
  • Salary is commensurate with experience.

We offer a great working environment in a professional office location right in the heart of downtown Bellefontaine. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our clients’ lives.

If you’re interested in this opportunity, please send your resume and letter of interest to Troy Hermon – Given the high demand for this position, we’re only able to contact the most qualified candidates. 

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