FINRA Series 65 Licensed Client Specialist

Job Summary

Supporting four advisory practices, the full-time remote Client Experience Specialist - Personal Strategy will deliver exceptional client service, maintain strong relationships, and collaborate with advisory team members to enhance the client experience.

Key responsibilities

• Provide proactive and reactive client engagements to ensure a best-in-class client experience
• Collaborate with the advisory team to maintain and grow long-term relationships with high-value clients
• Coordinate client requests and facilitate communication between clients and advisory teams for effective service delivery

Required qualifications

• Bachelor's degree in Business or a related discipline, or equivalent experience
• 2+ years of relevant work experience in financial services or customer experience
• Experience in client services roles
• FINRA Series 65 registration required within established timelines
• Proficiency in Microsoft Office Suite and ability to learn other systems quickly