Client Experience Advisor (CEA)

Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With several offices across the U.S., UK, and India, there is a spot for you!  

We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people. 

At Frazier & Deeter, we’re committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.  

Job Summary:

Duties & Responsibilities:

• Serve as a primary point of contact for clients, family office personnel, family members, and other trusted advisors
• Coordinate and enhance the client experience throughout the full relationship lifecycle, from prospect conversion and onboarding to ongoing service delivery, relationship expansion, and long-term client retention
• Act as the internal advocate for client needs, ensuring exceptional service delivery and a consistent client experience
• Build and maintain strong relationships with clients and their professional networks, including attorneys, investment advisors, bankers, trustees, and insurance professionals
• Learn each client deeply - communication preferences, family dynamics, upcoming life events, and personal priorities - and ensure the engagement team knows what matters to them
• Lead coordination of complex client initiatives by tracking deliverables, facilitating communication among stakeholders, and ensuring timely execution of commitments.
• Monitor engagement timelines, outstanding requests, and client priorities while facilitating communication among internal stakeholders
• Listen for signs of client concerns or changing expectations, and inform the responsible manager or partner promptly
• Identify potential planning needs, service gaps, and expansion opportunities that surface in day-to-day client conversation, and route them to the appropriate professional
• Organize and coordinate client meetings, including agendas, materials, logistics, and follow-up action items
• Draft, review, and manage client communications to ensure professionalism, accuracy, and responsiveness
• Assist clients with secure portal access and utilization of client-facing technology solutions
• Support proactive communication efforts related to planning opportunities, deadlines, and significant life events
• Maintain strict adherence to confidentiality, privacy, and information security requirements
• Identify opportunities to improve client service processes and engagement efficiency
• Mentor and support junior team members as appropriate
• Perform other duties as assigned

Education & Experience: 

• Bachelor's degree required
• Professional certifications such as PMP, CPA, CFP, CFA, CTFA, JD, or similar credentials are preferred but not required; hands-on private client experience is weighted more heavily than any credential
• 5+ years of client-facing experience within professional services, wealth management, family office services, trust administration, private banking, or a related field
• Experience supporting highly successful individuals, multi-generational families, family enterprises, or complex financial structures is strongly preferred.
• Experience working within a CPA firm, family office, wealth management firm, private bank, or trust organization preferred
• Strong project management, organizational, and relationship management skills
• Excellent written and verbal communication skills
• Ability to manage multiple priorities, stakeholders, and deadlines simultaneously
• Comfort operating in a role that is still taking shape, and the initiative to help shape it
• Demonstrated ability to exercise sound judgment and maintain confidentiality in highly sensitive situation

This is a hybrid position and may require occasional work outside of normal business hours is expected during client deadlines, transactions, and significant life events. 

#LI - hybrid