Client Experience Specialist – Wealth Management, Private Client

Job Description

Become a Client Experience Specialist, supporting advisory practices in Wealth Management. You'll deliver top-notch client service through proactive engagement, campaign outreach, and efficient request handling. Collaborate with advisors to cultivate lasting client relationships. Identify financial planning opportunities, gather necessary data, and coordinate advisory team delivery. Prepare documentation for advisory team meetings and introductions. Partner with advisory and specialist teams to boost wallet share. Ensure service request quality for accuracy and timeliness. Facilitate client appreciation efforts.

Qualifications

1. Bachelor’s degree in Business or related field, or equivalent experience. 2. 2+ years of experience in financial services or customer experience. 3. Experience in client service roles. 4. Strong verbal and written communication skills, detail-oriented, and capable of managing time-sensitive tasks. 5. Proactive self-starter with strong organizational and presentation skills. 6. Current FINRA Series 65 registration required. 7. Experience in brokerage trading and trade approval. 8. Motivated with a track record of service excellence. 9. Strong interpersonal and collaborative skills. 10. Desire to attain preferred qualifications (e.g. CFP, CRPC). 11. Proficient in Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other systems. 12. Professional demeanor with ability to establish trust and build client relationships. 13. Proven ability to navigate client needs and deliver optimal outcomes.

Benefits

- Comprehensive medical, dental, vision, and life insurance plans. - Retirement savings through a 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 per year. - Business-casual environment with jeans-wearing option. - Generous paid time off, including a PTO program plus ten paid company holidays and three floating holidays each calendar year. - Paid volunteer time—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) to facilitate inclusion and collaboration internally and within communities.