Client Experience Manager

3 days ago


New Bedford, Massachusetts, United States Wright Choice Financial Group Full time
About the Role

The Client Experience Manager at Wright Choice Financial Group plays a vital role in enhancing client satisfaction by providing exceptional service and administrative support to financial advisors. This position requires a strong understanding of firm policies, procedures, and digital capabilities to interact with advisors and clients. In addition, the successful candidate will contribute to the company's marketing initiatives.

Compensation:$50,000 yearly

This salary reflects the importance of this role in supporting our financial advisors and delivering an exceptional client experience. The ideal candidate will be able to demonstrate their ability to build rapport with clients and prioritize tasks effectively.

Key Responsibilities:
  • Coordinating workshops and ensuring smooth execution
  • Scheduling appointments and communicating with clients
  • Providing administrative support to financial advisors
  • Maintaining accurate records and following up on tasks
Required Skills:
  • Strong communication and interpersonal skills
  • Attention to detail and task prioritization
  • Proficiency in MS Suite and CRM systems
  • Ambition to grow and develop professionally


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