To support four advisory practices, the full-time remote FINRA Licensed Client Experience Specialist will deliver exceptional service, maintain strong client relationships, and collaborate with advisory teams to enhance the client experience for Premier IRA/Brokerage clients with assets ranging from $250k to $1M. Key responsibilities Provide a best-in-class client experience through proactive and reactive engagements and streamline client request processing Collaborate with advisory teams to grow and maintain long-term relationships with highly valued clients Proactively identify financial planning opportunities and coordinate delivery calls with the advisory team Required qualifications Bachelor's degree in Business or a related discipline or equivalent experience 2+ years of related work experience in financial services or customer experience Experience in client services roles FINRA Series 7, 63, and 65 (or 66) registrations required Proficient in Microsoft Office Suite, Salesforce, and other relevant systems