Client Experience Specialist

6 days ago


Castle Rock, United States Kestra Financial Independent Advisor Full time
About the Role
Kestra Financial Independent Advisor is seeking a skilled Client Experience Specialist to join our team. In this role, you will be responsible for managing client relationships, handling administrative tasks, and identifying opportunities for sales and asset retention.

The ideal candidate will have a strong understanding of the financial services industry, excellent communication skills, and the ability to work independently. We offer a competitive salary of $60,000 - $75,000 per year, plus potential bonuses and a comprehensive benefits package.

Key Responsibilities:
- Manage client relationships and provide exceptional customer service
- Handle administrative tasks, such as data entry and document preparation
- Identify opportunities for sales and asset retention
- Collaborate with advisors to develop and implement business strategies

Requirements:
- Bachelor's degree in finance, accounting, or related field
- 3+ years of experience in the financial services industry
- Strong understanding of financial services products and concepts
- Excellent communication and interpersonal skills

We value diversity and inclusion and are an equal opportunity employer. If you are a motivated and detail-oriented individual with a passion for delivering exceptional customer experiences, we encourage you to apply.

  • Castle Rock, Colorado, United States Ben Davis - State Farm Agent Full time

    About UsWe are Ben Davis - State Farm Agent, a top agency in Colorado and the country. We are seeking a Customer Relations Representative to join our team, providing exceptional customer service and building strong relationships with our clients.What We OfferThe estimated salary for this position is $70,000 - $90,000 per year, depending on experience. In...


  • Castle Rock, Colorado, United States Nytech Heating Cooling, and Plumbing Full time

    About UsNytech Heating and Cooling is a growing company that prides itself on its commitment to excellence. We believe in creating a positive work environment where employees can grow professionally and personally. As a member of our team, you will have access to competitive compensation, comprehensive benefits, and opportunities for professional...


  • Castle Rock, Colorado, United States Matt Fitzpatrick - State Farm Agent Full time

    Job SummaryWe are seeking a skilled Insurance Client Relations Specialist to join our team at Matt Fitzpatrick - State Farm Agent. As an Account Associate, you will play a vital role in growing our agency through meaningful client relations and acting as a liaison between customer needs and agency departments.About UsOur company is dedicated to helping...


  • Castle Rock, Washington, United States Amaro's Table Full time

    Dining Experience Specialist Job Opportunity:Amaro's Table is seeking a Dining Experience Specialist to join our serving team at our new Castle Rock location. As a Dining Experience Specialist, you will be responsible for delivering exceptional hospitality and creating unforgettable dining experiences for our guests.Responsibilities:Provide warm,...


  • Little Rock, Arkansas, United States Mays, Byrd & O'Guinn Full time

    Leverage your exceptional customer service skills and analytical abilities to excel as an Intake Specialist at Mays, Byrd & O'Guinn. As a key member of our team, you will be responsible for providing a seamless experience for our clients, from initial contact to case resolution.This role requires a strong ability to multitask, prioritize tasks effectively,...


  • Castle Rock, Colorado, United States Sunglass Hut Full time

    Sunglass Hut is looking for a Customer Experience Specialist to join our team. In this role, you will utilize The Sunglass Hut Experience tools to consistently deliver sales plans and company objectives. You will also collaborate with fellow associates to foster teamwork and achieve/exceed individual sales plans.The estimated salary for this position is...


  • Castle Rock, Colorado, United States Smashburger Full time

    Job SummaryWe are seeking a Customer Experience Specialist to join our team at Smashburger. As a Service Ambassador, you will be responsible for ensuring each guest receives exceptional service.About the RoleProvide Gold Standard service to every guestShow knowledge of all menu items and make suggestions to enhance the guest experienceProcess POS...


  • Castle Rock, Colorado, United States FFL Brands Full time

    Career Opportunity at FFL BrandsThe Customer Experience Specialist role is an exciting opportunity to join a fast-paced retail environment where you can make a real difference in customers' lives. As a key member of our sales team, you'll be responsible for delivering exceptional customer experiences, driving sales growth, and contributing to a positive and...


  • Castle Rock, Colorado, United States Matt Fitzpatrick - State Farm Agent Full time

    Sales Professional WantedWe are seeking a highly motivated and organized individual to join our team as an Account Associate. In this role, you will be responsible for managing client accounts, updating information in the database, and assisting clients with policy changes and inquiries. You will also process insurance claims and coordinate with underwriters...


  • Castle Rock, United States H&M Group Full time

    We are seeking a highly motivated and fashion-forward Customer Experience Specialist to join our team at H&M Group. As a Sales Advisor, you will be responsible for providing exceptional customer service, creating a welcoming and inclusive environment, and driving sales through personalized interactions.About the RoleProvide excellent customer service by...


  • Castle Rock, Washington, United States Sky Cliff Center Full time

    Caregiver/CNA/Driver OpportunityWe are seeking a Client Care Coordinator to join our team at Sky Cliff Center. As a key member of our care staff, you will be responsible for coordinating care services for our clients, ensuring seamless transitions between shifts, and communicating effectively with clients, families, and healthcare...


  • Castle Rock, Colorado, United States Wayne Klassen Agency, LLC Full time

    We are seeking an experienced Account Management Specialist to join our team at Wayne Klassen Agency, LLC. The Account Management Specialist will be responsible for managing existing client relationships, identifying new business opportunities, and providing exceptional customer service.As an Account Management Specialist, you will have the opportunity to...


  • Round Rock, United States PaulHood Full time

    ***WE HAVE OPENINGS IN MULTIPLE LOCATIONS HEADING INTO THE TAX SEASON*** -Round Rock, TX -Muskogee, OK -Bartlesville, OK -Kansas City, MO -Sedalia, MO -Mexico, MO About the Role: At PaulHood we are about more than just your taxes. We are a modern, proactive, and personalized CPA firm leveraging technology and decentralized processes to deliver a...


  • Round Rock, United States PaulHood Full time

    ***WE HAVE OPENINGS IN MULTIPLE LOCATIONS HEADING INTO THE TAX SEASON***-Round Rock, TX-Muskogee, OK-Bartlesville, OK-Kansas City, MO-Sedalia, MO-Mexico, MOAbout the Role:At PaulHood we are about more than just your taxes. We are a modern, proactive, and personalized CPA firm leveraging technology and decentralized processes to deliver a high-quality client...


  • Round Rock, United States PaulHood Full time

    ***WE HAVE OPENINGS IN MULTIPLE LOCATIONS HEADING INTO THE TAX SEASON***-Round Rock, TX-Muskogee, OK-Bartlesville, OK-Kansas City, MO-Sedalia, MO-Mexico, MOAbout the Role:At PaulHood we are about more than just your taxes. We are a modern, proactive, and personalized CPA firm leveraging technology and decentralized processes to deliver a high-quality client...


  • Castle Rock, Colorado, United States Crash Champions Collision Repair Full time

    Job OverviewAs a Customer Service Representative at Crash Champions Collision Repair, you will have the opportunity to make a real difference in the lives of our clients. We are looking for an individual who is passionate about delivering exceptional customer service and has a keen understanding of the automotive industry.Key Accountabilities:Provide...


  • Castle Rock, Colorado, United States Scott Rice - State Farm Agent Full time

    About the Role:We are seeking a competitive Producer who can effectively manage client relationships and develop strategies to maximize value. As an insurance account representative at Scott Rice State Farm, you will have the opportunity to work with a dynamic team and contribute to the growth of our agency.The successful candidate will possess excellent...


  • Little Rock, Arkansas, United States PerfectVision Full time

    Position SummaryThe Client Relationship Specialist is a critical member of our team at PerfectVision, responsible for delivering exceptional customer service and support. This role entails being the primary point of contact for both internal and external customers, providing timely and accurate responses to their queries.Key Responsibilities:• Provide...


  • Round Rock, United States CityVet Full time

    Happy people. Healthy pets. At CityVet, we believe healthy pets start with happy people. It is important that our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employees play a vital role in creating the positive vibe felt at our offices. Starting a career at CityVet means growing in a fun, people-first...


  • Castle Rock, Washington, United States Kestra Financial Independent Advisor Full time

    About Kestra FinancialKestra Financial is a dynamic and innovative firm in the financial services industry.Job Title: Client Service Associate LiaisonWe are seeking a highly skilled and dedicated Client Service Associate Liaison to join our team. This role will be responsible for managing client relationships, providing exceptional customer service, and...