Client Experience Specialist - Personal Strategy

Overview

This role supports four advisory practices, working closely with advisory team members to deliver a differentiated client experience. You will serve as a liaison between the organization and clients to provide exceptional service, maintain strong client relationships, and respond to client requests and operational needs. The position offers direct exposure to high-value advisory clients and supports client-experience-focused career development within wealth management.

Responsibilities

• Provide 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
• 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
• Conduct quality assurance of service requests to ensure timely and accurate execution
• Coordinate between 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 with strong organizational skills and presentation skills
• FINRA Series 65 registration required within established timelines

Preferred Qualifications

• Experience in brokerage trading and trade approval
• Motivated self-starter with a 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
• Proven ability to navigate multiple client needs and arrive quickly at best outcomes

Compensation & Benefits

• Base Salary Range: $55,300.00 - $76,075.00
• Non-sales positions have the opportunity to participate in a bonus program
• Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance
• Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer

Benefits include:

• 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) – open to all employees

Location / Remote Requirements

• For remote and hybrid positions: reliable high-speed internet with a wired connection and a place in your home to work with limited disruption (internet must be fiber, cable or DSL). Other necessary computer equipment will be provided.
• The role may require working in the office if the home work environment and required internet connection are not adequate.

Additional Information

• Applicants must be authorized to work for any employer in the U.S. The organization is unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.
• Equal opportunity employer; drug-free workplace.

Application Deadline

Job Posting End Date at 12:01 am on: 10-24-2026