Senior Client Success Specialist

The Senior Client Success Specialist is the service escalation contact for assigned Blueprint clients. This role keeps work moving by following up on commitments, sharing clear updates, and coordinating across clients, internal teams, vendors, custodians, and technology platforms. The person in this role should understand how advisory firms operate and be comfortable working in both broker-dealer and independent RIA environments. This role helps Blueprint grow by making the client experience smoother, reducing confusion, and lowering execution risk.