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Client Experience Advisor

4 months ago

Shoreview, United States Great Waters Financial Full time

About the job


The Client Experience Advisor at Great Waters Financial is responsible for advising our clients through a focus on teamwork and detail orientation. This role serves as an integral part of our team by being available to our Clients for financial planning needs and questions via email or phone outside of Client meetings. As the champions of service, the Client Experience Advisor is quickly accessible to Clients and is responsible for advising and empowering them to navigate and problem-solve through a variety of challenges.


You Are:


  • Motivated by challenge and eager to solve problems
  • Detail oriented
  • A self-starter
  • Comfortable and confident speaking over the phone
  • Excited to be part of a team
  • Eager to learn and develop as a financial professional

 

Responsibilities:


  • Advise Clients in regards to their plan outside of Client meetings with their Advisor
  • Manage multi-team collaboration regarding Clients’ planning needs
  • Facilitate all Client questions and communication outside of Client meetings
  • Establish timelines for corresponding action items pertaining to Client needs on service platforms (Salesforce, Orion, Moneyguide, Holistiplan)
  • Manage Client website support
  • Develop and preserve Client relationships by responding to all Client inquiries and anticipating Client needs
  • Provide financially relevant industry updates and company research

 

Requirements: 


  • Bachelor’s degree
  • Series 65 (or Series 7 and Series 66)
  • Excellent written and oral communication skills
  • Ability to multitask effectively
  • Fill out the form below to apply.