Client Experience Specialist

📍 United States·🏢 Remote

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Responsibilities

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Client

experience through proactive and reactive client engagements, campaign outreach, and streamlining client request processing Collaborate with an experienced advisory team to grow and maintain strong long-term relationships with highly valued clients Proactively identify financial planning opportunities, gather necessary documentation for analysis, and coordinate delivery calls with the advisory team Prepare key client and welcome call summary documentation for advisory team meetings and introductions
experience in financial services or customer experience
Experience working in client services roles Excellent verbal and written communication skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong organizational skills and presentation skills FINRA Series 7, 63 and 65 registrations required within established timelines What will set you apart Always composed, professional, and skilled at establishing trust and building long-term client relationships Proven ability to navigate multiple client needs and
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption.
You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet.
You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.**

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own.
This role will work in our Wealth Management segment, serving Premier IRA/Brokerage clients ranging from $250k-$1M in AUM.
We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.**
Medical, dental, vision and life insurance Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time