Croak Capital is a fast-growing wealth management firm that saw 35% AUM growth in 2024 . We deliver measurable results for high-value clients through precise strategies and high-touch service .

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.

• 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.

• 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.
  

This is an in-office role in Toledo, OH , ensuring strong collaboration and client service.