What are the responsibilities and job description for the Client Experience Specialist position at Strategic Wealth Designers?
Nearly 23 years ago, 23-year-old Matthew Dicken grew frustrated with the issues plaguing the financial services industry and set out on a mission to change the industry standard and prioritize clients in retirement planning. What started as a small two-person team in a 1,200 sqft office in Louisville, KY, has evolved into the Strategic Wealth Designers we now know, with 18 locations across the U.S. and almost 100 employees. As we continue to grow, we're looking for passionate individuals to help take us to even greater heights.
At Strategic Wealth Designers (SWD) , we are a full-service financial firm specializing in assisting individuals who are near or in retirement. We pride ourselves on fostering a collaborative and close-knit environment, and we are looking for a new team member who can complement our team’s values and culture.
We’re seeking an experienced, patient, organized, and efficient individual who is excited to contribute to the success of our business. The right person will exceed expectations and develop strong, lasting working relationships with our growing team. If you bring a positive attitude to work each day and are motivated by personal and professional growth, we would love to hear from you.
Job Description
Our Client Experience Specialists will work closely with the Advisor team, Client Services and Client Onboarding teams in a marketplace to facilitate the client experience during our client onboarding process. This may include but is not limited to supporting with the collection of all client signatures on required documentation and providing guidance and direction during the client onboarding process.
Responsibilities / Tasks :
The Client Experience Specialist will be expected to follow-through consistently in all efforts, support in building relationships with prospects and clients, and help ensure an effective onboarding process and overall experience for the client. Other daily, weekly, and / or monthly tasks may include :
- Provide exceptional service to new clients during the onboarding process
- Ensure a smooth, positive experience from start to finish by assisting clients with paperwork, addressing concerns and facilitating all aspects of the client onboarding journey
- Prepare new client paperwork and explain all paperwork / documentation to the client
- Assist clients in completing necessary paperwork, ensuring that all forms are accurately filled out and signed
- Provide clear instructions on any required documentation or next steps to prevent delays in the process
- Ensure all client documentation is completed, signed, and submitted in a timely manner
- Track and follow up on any outstanding paperwork, communicating effectively with clients to ensure completion
- Act as the main point of contact for clients during the onboarding process
- Provide prompt responses to client inquiries through email, phone or chat
- Work closely with the sales, account management and operations teams to ensure smooth transitions for clients
- Help foster long-term relationships by providing exceptional service and ensuring clients’ needs are met from the outset
Minimum Requirements :
Additional preferred skills :
Commitment : 40 hours per week, 8am-5pm with some flexibility in the schedule
Compensation : Starting salary range is $60,000 plus bonus structure, plus benefits.
Want to know what we are like?
Find out more about who we are by visiting SWDGroup.com / Careers
Salary : $60,000
