This Client Experience Lead will serve as a senior relationship manager, resolving escalations and guiding complex service needs. Lead, mentor, and grow a high-performing team of Client Experience Associates. Coordinate and execute operational workflowsfrom onboarding to transferswith precision. Act as the operations partner for advisors, executing and tracking action items post-client meetings. Manage critical relationships with custodians and third-party vendors (e.g., CS, Fidelity, GS). Identify and escalate operational trends to inform system-wide improvements. Drive process innovationdeveloping best practices that evolve with our business and clients.
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5 years of experience in client facing roles in financial services
2 years as a leader
Experience with Annuities
Familiar with fidelity, Goldman Sachs, or Charles Schwab
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.