Client Experience Specialist - Wealth Management
Core
Support four advisory practices and Premier IRA/Brokerage clients ($250k-$1M AUM) by delivering exceptional service, managing client requests, and coordinating with advisory teams to identify financial planning opportunities.
Role type
Client Experience Specialist (Wealth Management)
Builds
Client relationships and service delivery for high-value advisory clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, financial planning coordination, documentation preparation, quality assurance, campaign outreach, share of wallet analysis
Preferred skills
Trust-building, navigating multiple client needs, proficiency in Salesforce and NetX360
Responsibilities
Provide proactive and reactive client engagements, collaborate with advisory teams to maintain long-term relationships, identify financial planning opportunities and coordinate delivery calls, prepare client call summaries, partner on share of wallet increase opportunities, ensure quality assurance of service requests, facilitate client appreciation efforts