Associate Client Experience Manager

3 days ago


Phoenix, Arizona, United States BLEDSOE ASSET MANAGEMENT LLC Full time

**Job Overview:** Associate Client Experience Manager

Bledsoe Asset Management LLC is seeking an experienced Associate Client Experience Manager to join our team. In this role, you will be responsible for delivering exceptional client experiences and supporting our financial advisors in their efforts to grow their client base.

The ideal candidate will have a strong background in customer service and experience working in a fast-paced environment. You will be responsible for managing client relationships, preparing for client meetings, and maintaining accurate records and reports.

This is an excellent opportunity for someone who is looking to take their career to the next level and work with a dynamic and growing company. If you are a results-driven individual with a passion for delivering exceptional client service, we encourage you to apply.

About the Role:

  • Manage client relationships and deliver exceptional client experiences
  • Support financial advisors in preparing for client meetings
  • Maintain accurate records and reports
  • Communicate effectively with clients and internal stakeholders
  • Participate in ongoing training and professional development

Requirements:

  • Bachelor's degree in a related field
  • 5-7 years of experience in a customer-facing role
  • Excellent communication and interpersonal skills
  • Ability to multitask and prioritize tasks effectively
  • Strong attention to detail and organizational skills

Salary and Benefits:

We offer a competitive salary, ranging from $70,000 to $90,000 per year, depending on experience. Additionally, we provide a comprehensive benefits package, including medical, dental, and vision coverage, as well as 401(k) matching and paid time off.



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