Client Experience Specialist – Wealth Management, Private Client
Job Description:
• Provide a best-in-class client experience through proactive and reactive client engagements, campaign outreach, and streamlining client request processing
• Collaborate with an experienced advisory team to grow and maintain strong long-term relationships with highly valued clients
• Proactively identify financial planning opportunities, gather necessary documentation for analysis, and coordinate delivery calls with the advisory team
• Prepare key client and welcome call summary documentation for advisory team meetings and introductions
• Partner with advisory and specialist teams to identify share of wallet increase opportunities and coordinate with the appropriate party
• Provide quality assurance of service requests to ensure timely and accurate execution
• Coordinate between the client, advisory team, and trading to gather cost basis, submit for implementation analysis, and initiate portfolio implementation and custom requests
• Facilitate client appreciation efforts
Requirements:
• Bachelor’s degree in Business or related discipline or equivalent experience
• 2+ years related work experience in financial services or customer experience
• Experience working in client services roles
• Excellent verbal and written communication skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong organizational skills and presentation skills
• Current FINRA Series 65 registration required
• Experience in brokerage trading and trade approval
• Motivated self-starter with track record of service excellence
• Strong interpersonal skills, team-oriented, and collaborative
• Desire to attain, or have already attained preferred qualifications (e.g. CFP, CRPC)
• Proficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other systems
• Always composed, professional, and skilled at establishing trust and building long-term client relationships.
• Proven ability to navigate multiple client needs and arrive quickly at best outcomes
Benefits:
• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
• Provide a best-in-class client experience through proactive and reactive client engagements, campaign outreach, and streamlining client request processing
• Collaborate with an experienced advisory team to grow and maintain strong long-term relationships with highly valued clients
• Proactively identify financial planning opportunities, gather necessary documentation for analysis, and coordinate delivery calls with the advisory team
• Prepare key client and welcome call summary documentation for advisory team meetings and introductions
• Partner with advisory and specialist teams to identify share of wallet increase opportunities and coordinate with the appropriate party
• Provide quality assurance of service requests to ensure timely and accurate execution
• Coordinate between the client, advisory team, and trading to gather cost basis, submit for implementation analysis, and initiate portfolio implementation and custom requests
• Facilitate client appreciation efforts
Requirements:
• Bachelor’s degree in Business or related discipline or equivalent experience
• 2+ years related work experience in financial services or customer experience
• Experience working in client services roles
• Excellent verbal and written communication skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong organizational skills and presentation skills
• Current FINRA Series 65 registration required
• Experience in brokerage trading and trade approval
• Motivated self-starter with track record of service excellence
• Strong interpersonal skills, team-oriented, and collaborative
• Desire to attain, or have already attained preferred qualifications (e.g. CFP, CRPC)
• Proficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other systems
• Always composed, professional, and skilled at establishing trust and building long-term client relationships.
• Proven ability to navigate multiple client needs and arrive quickly at best outcomes
Benefits:
• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.