What We Offer:

• 401(k) 
• Health, dental, and vision insurance 
• Life insurance 
• Employee assistance program 
• Paid time off 
• Paid training 
• Professional development assistance 
• Tuition reimbursement 
• Referral program 

What You’ll Do 

• Serve as the primary liaison for high-net-worth clients, ensuring every interaction is handled with professionalism, warmth, and attention to detail. 
• Manage and maintain client accounts through CRM platforms such as Salesforce, tracking preferences, service history, and follow-up actions. 
• Provide personalized guidance and tailored recommendations to enhance each client’s experience with our luxury offerings. 
• Maintain thorough and accurate records of all client interactions and transactions to support ongoing relationship development. 
• Partner with the sales team to identify upselling and cross-selling opportunities that align with client needs and expectations. 

What You Bring 

• 1+ year of customer service experience (required). 
• Proven background in account management within luxury or financial services sectors. 
• Proficiency with Salesforce or similar CRM platforms; familiarity with SaaS tools is a plus. 
• Strong sales instincts balanced with a genuinely client-first mindset. 
• Outstanding verbal and written communication skills with the ability to build lasting rapport. 
• Analytical thinking with the ability to leverage client data to improve service and engagement strategies. 
• A solid understanding of luxury brand marketing and high-end client engagement principles. 

Education 

• High school diploma or equivalent (Required)