Client Experience Advisor
Great Waters Financial · Minneapolis, MN · 11 mo ago
On-siteConsulting$60k–$78k/yrFull-time
Responsibilities
- Deliver timely and proactive financial advice to clients via phone call or email, addressing planning inquiries outside of formal meetings.
- Collaborate cross-functionally to coordinate and manage client planning needs across the Operations department.
- Serve as the primary point of contact for all client communication and inquiries outside of in-person meetings.
- Establish and manage timelines for client-related action items within service platforms, including Salesforce, Orion, Moneyguide, and Holistiplan.
- Foster and maintain strong client relationships through prompt and personalized responses to inquiries and service requests.
- Share industry insights and internal research to keep clients informed on relevant updates.
Requirements
- Series 65 (or Series 7 and Series 66) Life & Health insurance license
- Excellent verbal and written communication skills
Pay
The salary range for this role is $60,000.00 - $78,000.00 annually.
Benefits
- 401(k) plan with an employer matching schedule
- Medical, Dental, and Vision insurance
- 10 paid company Holidays
- An annual wellness stipend
- Paid-time off
- Discretionary annual bonus driven by organization and individual performance