Series 65 Licensed Client Specialist

Job Summary

A company is looking for a Client Experience Specialist (Private Client - Personal Strategy).

Key Responsibilities

• Provide exceptional client service through proactive engagements and streamlined request processing
• Collaborate with advisory teams to maintain strong relationships with high-value clients
• Identify financial planning opportunities and coordinate necessary documentation and calls

Required Qualifications

• Bachelor's Degree in Business or related field or equivalent experience
• 2+ years of experience in financial services and/or customer experience
• Series 65 FINRA registration required within corporate-established timeline
• Experience in client services roles
• FINRA Fingerprinting required