Job Description
The Client Experience Specialist works with multiple Financial Advisors in a branch office setting, driving client loyalty and fostering the client relationship throughout their experience, helping clients achieve their financial goals.
Our team will be there every step of the way, providing:
Training which includes mentoring, job shadowing, coaching and branch office visits
A support network that extends beyond your branch office and includes home office assistance via phone, email and firm intranet resources
You can also expect…
A compensation package that includes bonus potential, 401K (US) and Group RRSP (Canada), and comprehensive and competitive health benefits
Paid time off, including vacation, sick, holidays and personal days
A culture of continuous improvement and professional development
Key Responsibilities
Delivers excellent client service by anticipating client needs making it easier to do bus...
Our team will be there every step of the way, providing:
Training which includes mentoring, job shadowing, coaching and branch office visits
A support network that extends beyond your branch office and includes home office assistance via phone, email and firm intranet resources
You can also expect…
A compensation package that includes bonus potential, 401K (US) and Group RRSP (Canada), and comprehensive and competitive health benefits
Paid time off, including vacation, sick, holidays and personal days
A culture of continuous improvement and professional development
Key Responsibilities
Delivers excellent client service by anticipating client needs making it easier to do bus...