Client Experience Specialist – Premier/Brokerage

📋 Description

• Deliver an exceptional client experience through both proactive and reactive engagements, outreach campaigns, and optimizing the processing of client requests.

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

• Identify financial planning opportunities in advance, collect the necessary documentation for analysis, and organize delivery calls with the advisory team.

• Create essential documentation for key client and welcome call summaries to support advisory team meetings and introductions.

• Collaborate with advisory and specialist teams to pinpoint opportunities for increasing share of wallet and coordinate with the relevant parties.

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

• Lead client appreciation initiatives.

⛳️ Requirements

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

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

• Proven experience in client services roles.

• Exceptional verbal and written communication skills; detail-oriented; capable of managing multiple time-sensitive tasks simultaneously; proactive self-starter with strong organizational and presentation skills.

• FINRA Series 7, 63, and 65 registrations must be obtained within specified timelines.

🏝️ Benefits

• Comprehensive medical, dental, vision, and life insurance.

• Retirement savings through a 401(k) plan with generous company matching contributions (up to 6%).

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

• A business-casual environment that allows for wearing jeans.

• Generous paid time off starting from hire, including a paid time off program, ten paid company holidays, and three floating holidays each calendar year.

• Paid volunteer time amounting to 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 business and the communities where we live, work, and engage. BRGs are accessible to all.