FINRA Series 65 Licensed Client Specialist

Supporting four advisory practices, the full-time remote Client Experience Specialist - Personal Strategy will deliver exceptional client service, maintain strong relationships, and collaborate with advisory team members to enhance the client experience. Key responsibilities Provide proactive and reactive client engagements to ensure a best-in-class client experience Collaborate with the advisory team to maintain and grow long-term relationships with high-value clients Coordinate client requests and facilitate communication between clients and advisory teams for effective service delivery Required qualifications Bachelor's degree in Business or a related discipline, or equivalent experience 2+ years of relevant work experience in financial services or customer experience Experience in client services roles FINRA Series 65 registration required within established timelines Proficiency in Microsoft Office Suite and ability to learn other systems quickly