In-Person Client Experience & Engagement Lead

Carolina Family Estate Planning is seeking a dedicated Client Engagement Specialist in Cary, NC. This full-time role involves leading client conversations, ensuring a seamless office experience, and driving client engagement. You will be responsible for guiding clients through critical decisions, conducting meetings, and supporting front office operations. We value communication, organization, and a team-first mindset. The position offers a salary range of $45K to $60K, with performance-based incentives. Typical hours are from 8:30 AM to 5:00 PM, with some evening and weekend requirements.
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