Client Experience Specialist

Client Experience Specialist

The Client Experience Specialist works with multiple Financial Advisors in a branch office setting to drive client loyalty and foster client relationships, ensuring clients achieve their financial goals.

Support and Benefits

Our team provides training including mentoring, job shadowing, coaching and branch office visits, as well as a support network that extends beyond your branch office via phone, email and firm intranet resources.

Expect a compensation package that includes bonus potential, 401k (US) and Group RRSP (Canada), comprehensive health benefits, paid time off (vacation, sick, holidays, personal days), and a culture of continuous improvement and professional development.

Key Responsibilities

• Delivers excellent client service by anticipating client needs.
• Identifies potential opportunities with new and existing clients and prepares Financial Advisors to discuss them.
• Util...