Position Summary The Client Experience Manager is responsible for leading and managing the client service team to ensure a superior client experience. This role involves processing paperwork to help clients meet their financial goals, preparing for client appointments, reviewing the book of business, and overseeing the delivery of services. The Client Experience Manager will work to streamline processes and implement strategies that enhance client satisfaction and loyalty. This role requires a detail-oriented, organized, and proactive individual who can effectively manage client interactions and support the advisory team. Key Responsibilities Client Interaction and Communication Serve as the primary point of contact for clients regarding paperwork and service-related inquiries. Respond promptly and professionally to client requests, ensuring a high level of satisfaction. Maintain open and effective communication channels with clients and internal teams. Client Paperwork Processing Accurately process and manage client paperwork related to financial goals, investments, and account management. Ensure timely and accurate completion of forms, applications, and other necessary documents. Maintain an organized and up-to-date client filing system, both physical and electronic. Book of Business Review Regularly review the book of business to identify opportunities for client engagement and improvement in service delivery. Analyze client accounts and provide insights to advisors on potential adjustments or enhancements. Monitor client accounts to ensure alignment with their financial goals and objectives. Appointment Preparation Prepare for client appointments by gathering and organizing relevant client information and documentation. Coordinate with financial advisors to ensure all necessary materials and reports are ready for client meetings. Support Advisory Team Collaborate with financial advisors to support client onboarding and ongoing relationship management. Assist in developing and implementing processes to improve client experience and operational efficiency. Provide administrative support to the advisory team as needed. Client Experience Strategy: Develop and execute a comprehensive client experience strategy aligned with Be Wealth's overall business goals. Foster a client-centric culture within the organization, promoting a focus on exceptional service and client satisfaction. Collaborate with marketing, sales, and product teams to integrate client feedback and enhance the overall client journey. Team Leadership and Development: Provide leadership, mentorship, and professional development opportunities for the client service team. Establish performance metrics and conduct regular performance reviews. Foster a collaborative and high-performance work environment. Education & Experience Bachelor's degree in Business Administration, Finance, or a related field 5+ years of experience in client service or client experience roles within the financial services industry, preferred. 3+ years of experience required. Proven track record of managing and improving client service operations. Strong leadership and team management skills. Excellent communication and interpersonal skills. Ability to analyze data and derive actionable insights. Detail-oriented with strong organizational skills. Proficiency in Microsoft Office Suite, CRM software and other client management tools. Client-focused mindset with a commitment to delivering exceptional service. Strategic thinking and problem-solving abilities. Ability to work independently and collaboratively across departments. Strong understanding of financial products and services. Adaptability and ability to thrive in a fast-paced environment. High level of integrity and professionalism. Strong written and verbal communication skills. Excellent attention to detail and accuracy. Strong organizational and time management skills. Why This Company Mission-Driven: Be part of a team dedicated to helping clients achieve their financial goals. Growth Opportunities: Opportunities for professional development and career advancement. Collaborative Environment: Work in a supportive and team-oriented culture. Job Type: Full-time Pay: $52,288.00 - $60,000.00 per year Benefits: 401(k) 401(k) matching Employee discount Flexible schedule Paid time off Paid training Schedule: Holidays Monday to Friday Weekends as needed Ability to Relocate: Salina, KS 67401: Relocate before starting work (Required) Work Location: In person
Salary: $52,288 - $60,000 a year
Employment Type: Full-time
Qualifications
[ "Work authorization (Required)" ]