What are the responsibilities and job description for the Client Experience Associate – Wealth Management position at Claire Myers Consulting?
Client Experience Associate – Wealth Management
Location: Bellevue, WA (In-Office)
Compensation: $80,000 - $100,000 base salary bonus opportunities
Our client, a boutique wealth management firm, is seeking a Client Experience Associate to enhance operational efficiency and deliver exceptional service to clients. This role is ideal for a proactive professional who thrives in a fast-paced environment, values structure and is eager to refine workflows and processes.
Key Responsibilities:
- Manage client onboarding, account opening, and servicing processes, ensuring accuracy and efficiency.
- Serve as a workflow specialist, developing, implementing, and refining standard operating procedures (SOPs).
- Leverage Redtail CRM to streamline operations, track client interactions, and maintain compliance.
- Conduct research and due diligence (R&D) on investment-related topics and operational best practices.
- Oversee quality control, ensuring all client transactions and documentation meet regulatory and internal standards.
- Collaborate with advisors and support staff to fine-tune business operations and improve client experience.
- Utilize technology to enhance efficiency and automate processes where possible.
Qualifications:
- Industry experience is required (wealth management, financial services, or a similar field).
- Strong understanding of Redtail CRM or similar financial industry CRMs.
- Experience in operations, client service, or workflow management within wealth management.
- Highly organized, detail-oriented, and able to proactively identify areas for improvement.
- Tech-savvy with the ability to learn and adapt to new systems and tools quickly.
- Excellent communication skills, both written and verbal.
- Strong problem-solving skills and ability to work independently while collaborating with a team.
Why Join?
- Work closely with a team of experienced advisors in a supportive and professional environment.
- Play a pivotal role in shaping and improving the firm’s operational efficiency.
- Opportunity to bring new ideas and refine best practices in a growing firm.
This is a full-time in-office role in Bellevue, WA. If you are passionate about delivering a top-tier client experience and optimizing operations within wealth management, we would like to connect with you!
Salary : $80,000 - $100,000
