FINRA Licensed Client Experience Specialist
Job Summary
To support four advisory practices, the full-time remote FINRA Licensed Client Experience Specialist will deliver exceptional service, maintain strong client relationships, and collaborate with advisory teams to enhance the client experience for Premier IRA/Brokerage clients with assets ranging from $250k to $1M.
Key responsibilities
- Provide a best-in-class client experience through proactive and reactive engagements and streamline client request processing
- Collaborate with advisory teams to grow and maintain long-term relationships with highly valued clients
- Proactively identify financial planning opportunities and coordinate delivery calls with the advisory team
Required qualifications
- Bachelor's degree in Business or a related discipline or equivalent experience
- 2+ years of related work experience in financial services or customer experience
- Experience in client services roles
- FINRA Series 7, 63, and 65 (or 66) registrations required
- Proficient in Microsoft Office Suite, Salesforce, and other relevant systems
Complete Job Description
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