Client Experience Manager
5 days ago
What We Offer
In this role, you'll have the opportunity to work with a dynamic team, enjoy a competitive salary of $75,000 - $85,000 per year, and benefit from a comprehensive benefits package, including health, dental, and vision insurance, unlimited PTO, and a 401k Plan.
Responsibilities
As a Client Experience Manager, you'll be responsible for managing client relationships, providing top-notch support, and ensuring seamless onboarding processes. This includes collaborating with internal teams and external vendors to deliver reliable answers to client requests, following up on client inquiries, and taking ownership of client requests to provide reliable support. Additionally, you'll assist in the development and execution of proactive ways to deliver more value to our clients, stay informed about industry developments and best practices, and drive user adoption of our platform.
Requirements
To succeed in this role, you'll need a Bachelor's degree plus 3-5 years of experience in the financial services industry, preferably working with a Turnkey Asset Management Program or Registered Investment Advisor. Strong service mindset, desire to help others, and affiliation to Triad Wealth's mission are essential. You should also possess strong oral and written communication skills, organizational, analytical, problem-solving, and time management skills. Salesforce and Orion experience are a plus.
Why Join Us?
At Triad Wealth Partners, LLC, we're committed to delivering exceptional client experiences and fostering a work-life balance that benefits both our clients and team members. If you're passionate about making a difference in the lives of our clients and team members, we encourage you to apply for this exciting opportunity.
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