Client Experience Specialist
3 days ago
We are a fast-paced, collaborative, and innovative financial services company focused on delivering exceptional client experiences. Our mission is to be the most trusted provider of financial advice.
Job Summary
This role requires a highly organized and detail-oriented individual to assist team members in ensuring accurate and proper account opening and maintenance. The ideal candidate will have excellent communication and interpersonal skills, as well as knowledge of financial advisor office tools and Microsoft Office proficiency.
Responsibilities
Key responsibilities include determining actions needed to open new accounts, performing maintenance on existing client accounts, coordinating projects and training, and developing improved office procedures. The successful candidate will also need to interact with client service managers and adhere to company and industry supervisory guidelines and policies.
Requirements
The requirements for this role include a bachelor's degree in business administration or a similar field, 3 years of experience in the financial industry, and knowledge of financial advisor office tools and Microsoft Office proficiency. Excellent communication and interpersonal skills are also essential.
Benefits and Compensation
We offer a competitive salary range of $45,000 - $65,000 per year, depending on experience, as well as a comprehensive benefits package, including a 401(k) plan with matching, health insurance, and opportunities for professional growth and development.
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