Client Experience Specialist - Wealth Management

Overview

Support four advisory practices by delivering client service and handling operational needs for Premier IRA and Brokerage clients with $250,000-$1 million in assets under management. The role provides exposure to high-value advisory clients and opportunities to develop relationship management expertise.

What you'll do

• Deliver proactive and reactive client engagements and campaign outreach.
• Process client requests and operational needs.
• Identify financial planning opportunities and gather documentation.
• Coordinate delivery calls with the advisory team.
• Prepare client and welcome call summaries for team meetings.
• Provide quality assurance for service requests.
• Facilitate client appreciation efforts.

What you'll need

• 2+ years of related experience in financial services or customer experience.
• Experience in client services roles.
• Bachelor's degree in Business or a related discipline, or equivalent experience.
• FINRA Series 7, 63 and 65 or 66 registrations.
• Strong verbal and written communication skills.
• Ability to manage multiple time-sensitive tasks.
• Strong organizational and presentation skills.

Nice to have

• Experience establishing trust and building long-term client relationships.
• Ability to navigate multiple client needs and reach timely outcomes.
• Proficiency in Microsoft Office, Salesforce or NetX360, or ability to learn them quickly.

Details

• Remote across the United States.
• Base salary: $55,300-$76,075 per year.