Client Experience Specialist – Personal Strategy

This is a fully remote position, open to applicants in United States.

📋 Description

• Deliver an exceptional client experience by engaging proactively and reactively, conducting campaign outreach, and optimizing the processing of client requests.

• Work alongside a skilled advisory team to build and sustain robust long-term relationships with valued clients.

• Actively seek out financial planning opportunities, compile necessary documentation for analysis, and coordinate delivery calls with the advisory team.

• Create essential documentation summarizing client interactions and welcome calls for advisory meetings and introductions.

• Collaborate with advisory and specialist teams to identify opportunities for increasing share of wallet and liaise with the appropriate parties.

• Ensure quality assurance of service requests to guarantee timely and accurate execution.

• Act as a liaison among the client, advisory team, and trading to collect cost basis, submit for implementation analysis, and initiate portfolio implementation along with custom requests.

• Support client appreciation initiatives.

⛳️ Requirements

• Bachelor’s degree in Business or a related field, or equivalent experience.

• A minimum of 2 years of relevant work experience in financial services or customer experience.

• Background in client services roles.

• Exceptional verbal and written communication skills; detail-oriented; able to handle multiple time-sensitive tasks concurrently; proactive self-starter with strong organizational and presentation abilities.

• Current FINRA Series 65 registration is required.

• Experience in brokerage trading and trade approvals.

• Motivated self-starter with a proven history of service excellence.

• Strong interpersonal skills, team-oriented, and collaborative in nature.

• Aspiration to achieve, or already possess, preferred qualifications (e.g. CFP, CRPC).

• Proficient in or capable of quickly learning: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other systems.

• Always composed, professional, and adept at building trust and fostering long-term client relationships.

• Demonstrated ability to manage diverse client needs and swiftly arrive at optimal solutions.

🏝️ Benefits

• Medical, dental, vision, and life insurance.

• Retirement savings through a 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contributions, and a comprehensive investment lineup.

• Tuition reimbursement up to $5,250 per year.

• A business-casual environment that allows for jeans.

• Generous paid time off upon hiring, including a paid time off program along with ten paid company holidays and three floating holidays each calendar year.

• Paid volunteer time, providing 16 hours per calendar year.

• Leave of absence programs, including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).

• Business Resource Groups (BRGs) that promote inclusion and collaboration within our organization and throughout the communities where we live, work, and engage. BRGs are open to all.