Client Experience Advisor

3 weeks ago


St Paul, United States Great Waters Financial Full time

About the job



Have you got what it takes to succeed The following information should be read carefully by all candidates.

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.

  • Client Advisor

    2 weeks ago


    St Louis, United States LVMH Full time

    Poste Our Louis Vuitton Saint Louis location is seeking a highly motivated Part-Time Client Advisor with a passion for creating memorable experiences for our worldly clientele. We are ideally seeking candidates in the Saint Louis market with flexible availability to work 20-29 hours per week, based on business needs. This temporary position is designed to...

  • Client Advisor

    1 week ago


    St Louis, United States LVMH Full time

    Poste Our Louis Vuitton Saint Louis location is seeking a highly motivated Part-Time Client Advisor with a passion for creating memorable experiences for our worldly clientele. We are ideally seeking candidates in the Saint Louis market with flexible availability to work 20-29 hours per week, based on business needs. This temporary position is designed to...

  • Client Advisor

    1 week ago


    St Paul, United States Spieldenner Financial Group Full time

    Job Description Job Description Spieldenner Financial Group is looking for our next business partner to help us revolutionize the Mortgage Protection Industry! The Day-To-Day: Setting Appointments: 6-8 hours per week: reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss...

  • Client Advisor

    2 months ago


    St. Louis, United States Marsh McLennan Companies Full time

    Description: Marsh is seeking candidates for the following position in our Central Zone. Client Advisor - Construction What can you expect? The Client Advisor will act as a Program Manager in the Southcentral zone. This role provides specific advice, service, and solution delivery to clients and prospects in regards to their program...

  • Client Advisor

    1 week ago


    St. Louis, United States Marsh McLennan Companies Full time

    Description: Marsh is seeking candidates for the following position in our Central Zone. Client Advisor - Construction What can you expect? The Client Advisor will act as a Program Manager in the Southcentral zone. This role provides specific advice, service, and solution delivery to clients and prospects in regards to their program...


  • St Augustine, United States St. John Knits Full time

    Hiring for a full time Key Holder - Client Advisor, Candidate should have a serious background in high end retail women's sales - a minimum of 3 years. Experience with boutique sales would be preferred. Busy boutique like location dealing with clients not only locally but worldwide. Technical knowledge using social media forms to generate your business and...


  • St Louis, United States Edward Jones Full time

    EDWARD JONES Experience Advisor Onboarding Specialist - 92795BR St. Louis , Missouri Apply Now The Experienced Advisor Onboarding Specialist will provide on-site dedicated onboarding support for Experienced Financial Advisors and Emerging Producers to ensure an ideal client transition and the new recruits are given the opportunity to experience what Edward...


  • St Louis, United States Edward Jones Full time

    EDWARD JONES Experience Advisor Onboarding Specialist - 92795BR St. Louis , Missouri Apply Now The Experienced Advisor Onboarding Specialist will provide on-site dedicated onboarding support for Experienced Financial Advisors and Emerging Producers to ensure an ideal client transition and the new recruits are given the opportunity to experience what Edward...


  • St Louis, United States Edward Jones Full time

    Edward Jones Experience Advisor Onboarding Specialist Saint Louis , Missouri Apply Now Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm...


  • St Paul, United States Barnes Agency Full time

    Job Description Job Description Join Our Team: Life Insurance Advisor Are you a passionate go-getter with a knack for building relationships and driving results? Do you thrive in a dynamic environment where your efforts are rewarded? We're seeking a motivated Life Insurance Advisor to join our team and revolutionize the way people approach life...


  • St Paul, United States C Vs Pharmacy Full time

    Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced human-centric health care for a rapidly changing w Manager, Client Support, Experience, Health, Retail, Business Services


  • St Paul, United States YMCA of the North Full time

    Do you love connecting with people? Do you want to make a difference in all aspects of wellbeing? Are you social/creative/passionate about a cause driven purpose? The Customer Service Advisor connects with customers by providing tours, selling the benefits in membership, and promoting events and fitness classes. The Customer Service Advisor plays a...


  • St Paul, United States YMCA of the USA Full time

    Description Do you love connecting with people? Do you want to make a difference in all aspects of wellbeing? Are you social/creative/passionate about a cause driven purpose? The Customer Service Advisor connects with customers by providing tours, selling the benefits in membership, and promoting events and fitness classes. The Customer Service Advisor plays...


  • St Paul, United States YMCA of the USA Full time

    Description Do you love connecting with people? Do you want to make a difference in all aspects of wellbeing? Are you social/creative/passionate about a cause driven purpose? The Customer Service Advisor connects with customers by providing tours, selling the benefits in membership, and promoting events and fitness classes. The Customer Service Advisor plays...


  • St Louis, Missouri, United States The Cigna Group Full time

    The job profile for this position is Client Account Support Senior Advisor, which is a Band 4 Senior Contributor Career Track Role.Excited to grow your career?We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you...


  • St Louis, Missouri, United States The Cigna Group Full time

    The job profile for this position is Client Account Support Senior Advisor, which is a Band 4 Senior Contributor Career Track Role.Excited to grow your career?We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you...

  • Admissions Advisor

    1 month ago


    St Paul, United States Rasmussen University Full time

    Admissions AdvisorRasmussen UniversityEagan, MN For over a century, Rasmussen University has provided higher education options and stayed true to our mission to meet the evolving needs of our diverse communities to create well-rounded professionals, ready for in-demand careers. From our first campus opening in 1900 and leading the industry in online...

  • Admissions Advisor

    1 week ago


    St Paul, United States Rasmussen University Full time

    Admissions AdvisorRasmussen UniversityEagan, MN For over a century, Rasmussen University has provided higher education options and stayed true to our mission to meet the evolving needs of our diverse communities to create well-rounded professionals, ready for in-demand careers. From our first campus opening in 1900 and leading the industry in online...


  • St Louis, Missouri, United States The Cigna Group Full time

    The job profile for this position is Client Account Support Advisor, which is a Band 4 Senior Contributor Career Track Role.Excited to grow your career?We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is...


  • St Louis, Missouri, United States The Cigna Group Full time

    The job profile for this position is Client Account Support Advisor, which is a Band 4 Senior Contributor Career Track Role.Excited to grow your career?We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is...