Customer Experience Associate - Bloomington

Only for registered members Bloomington, United States

1 week ago

Default job background
$50,000 - $60,000 (USD)

Job summary

We are seeking a Client Experience Associate to become the operational backbone of our firm and the first impression our clients feel every time they interact with us. This role is critical to the growth and professionalism of our firm.

You will directly impact client satisfaction, operational efficiency, and the advisor team's ability to serve families at the highest level.


Responsibilities

  • Serve as the primary point of contact for all non-advisory client needs
  • Process account openings, transfers, beneficiary updates, distributions, and custodial paperwork
  • Track all service requests from start to finish and ensure timely completion

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