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

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

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.

Client Experience Specialist – Personal Strategy

Key skills