Client Experience Specialist

We're a full-service financial planning and investment firm seeking a full-time Client Experience Specialist to assist clients with their calls, questions, and needs. The ideal candidate will possess genuine warmth, a positive can-do attitude, and the ability to maintain data confidentiality.

Requirements

• Professional demeanor and appearance
• Strong organizational and time-management skills with attention to detail
• Excellent verbal and written communication skills to build relationships and reinforce the firm's reputation
• Critical thinking and high accuracy
• Commitment to process improvement and collaborative problem-solving
• Ability to work independently and as part of a team
• Minimum of 2 yrs of proven customer service experience in an office or administrative role
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and office management/CRM software
• An associate or bachelor's degree preferred

Benefits

• Competitive salary
• 401(k) plan
• Paid time off and holidays
• Work from home half-day Fridays in the summer
• Opportunity for growth and advancement within the company
• Positive and collaborative work environment