FINRA Licensed Client Experience Specialist

Job Summary

A company is looking for a Client Experience Specialist - BP.

Key Responsibilities

• Provide a best-in-class client experience through proactive and reactive engagements and streamline client request processing
• Collaborate with an advisory team to grow and maintain strong long-term relationships with clients
• Proactively identify financial planning opportunities and coordinate delivery calls with the advisory team

Required Qualifications

• 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
• FINRA Series 7, 63, and 65 registrations required within established timelines