Client Experience Manager

Job Summary

A company is looking for a Client Experience Manager.

Key Responsibilities

• Maintain client and prospect data in the CRM system and ensure data integrity across platforms
• Prepare and process new account paperwork, assist with asset transfers, and manage client reviews
• Support proactive client engagement and assist with financial planning and investment management tasks

Required Qualifications

• Current industry experience with banking, financial services, or investment advisory
• Bachelor's degree preferred but not required