Series 65 Licensed Client Specialist

Job Summary

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

Key Responsibilities

• Provide a best-in-class client experience through proactive and reactive engagements and streamline client request processing
• Collaborate with advisory teams to maintain strong relationships with clients and identify financial planning opportunities
• Coordinate between clients and advisory teams for service requests and facilitate client appreciation efforts

Required Qualifications

• Bachelor's Degree in Business or related discipline 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