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About the Role
Client Experience Specialist – Permanent Full Time
The Client Experience Specialist supports Advisors and clients through administrative, operational, and client service support. This role maintains efficient daily operations, delivers a high‑quality client experience, and ensures compliance with regulatory and organizational standards.
Responsibilities
Serve as a first point of contact for clients via phone, email, and in‑person interactions
Proactively call/email clients to schedule meetings for the advisors
Client meeting preparation, including identifying opportunities, preparing agendas, investment summaries, disclosures, and any outstanding service paperwork
Assist with client onboarding, account updates, and service requests
Follow up on client inquiries and ensure timely resolution
Prepare, process, and track client documentation and forms
Maintain accurate client records and files in CRM and inter...
The Client Experience Specialist supports Advisors and clients through administrative, operational, and client service support. This role maintains efficient daily operations, delivers a high‑quality client experience, and ensures compliance with regulatory and organizational standards.
Responsibilities
Serve as a first point of contact for clients via phone, email, and in‑person interactions
Proactively call/email clients to schedule meetings for the advisors
Client meeting preparation, including identifying opportunities, preparing agendas, investment summaries, disclosures, and any outstanding service paperwork
Assist with client onboarding, account updates, and service requests
Follow up on client inquiries and ensure timely resolution
Prepare, process, and track client documentation and forms
Maintain accurate client records and files in CRM and inter...
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