Job Description

About Croak Capital

Croak Capital is a fast-growing wealth management firm building for the future. We're results-focused, fast-paced, and focused on bringing in top talent in the early or mid-stage of their career looking to think and act like an owner with both high expectations and autonomy.

We're looking for an individual focused on delivering excellence through extreme attention to detail. Financial experience is helpful, but not required.

Willing to pay above-market rates for the right talent with incentives.

The Role

The Client Experience Manager is the frontline of client relationships , ensuring seamless interactions, proactive service, and a high level of engagement. This role is responsible for coordinating client requests, supporting investment and planning efforts, managing events, and strengthening Croak Capital’s presence in the community . The ideal candidate thrives in a client-facing role, is highly responsive, and is committed to delivering an exceptional experience.

Responsibilities

• Client Relationship Management: Act as a primary point of contact, ensuring every client request is handled promptly and accurately.
• Investment & Planning Support: Assist with client portfolio updates, document preparation, and financial planning workflows.
• Client Experience Enhancement: Identify ways to improve client interactions, streamline processes, and create a seamless service experience.
• Event Coordination: Plan and execute client appreciation events, educational seminars, and firm-hosted gatherings .
• Community Engagement & Business Development: Represent Croak Capital at local networking events, industry conferences, and professional groups .
• Brand Representation: Strengthen relationships with clients and partners, reinforcing Croak Capital’s reputation for elite service.

Qualifications

• 3+ years of client-facing experience in wealth management, private banking, or high-end service industries.
• Strong relationship-building skills —comfortable engaging with high-net-worth clients and professional networks.
• Detail-oriented and proactive , with a strong ability to anticipate client needs and solve problems before they arise.
• Exceptional communication skills —clear, professional, and highly responsive.
• Event planning and coordination experience is a plus.
• Tech-savvy , with experience in Salesforce, custodial platforms (e.g., Schwab), and financial reporting tools preferred.

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