- Collaborating with clients and interviewing prospective clients to define or confirm their objectives and goals.
- Gathering necessary information to prepare and update comprehensive financial planning reports and related collateral.
- Compile and update necessary documents and organize portfolio reviews.
- Client and prospective client meeting preparation, presence, and documentation in coordination with Wealth Advisors.
- Updating financial plans utilizing Money Guide Pro software tool.
- Supporting in the implementation of planning and investment strategies.
- Proactively executing a tailored service plan by regularly reviewing progress, and updating changes in family and financial circumstances, using Wealthbox CRM.
- Develop and exhibit expert knowledge regarding the products and services offered.
- Work according to set standards and operating procedures.
- Promptly respond to and manage client requests.
- Collaborating with everyone on the StrongBox Wealth Team. Report directly to the Managing Partner.
- 2 years of experience in wealth management, investment, financial planning, or finance field.
- 1 year experience in customer service.
- Bachelor's degree (business, finance, or related field preferred).
- Experience working in a client-facing role, proficiency with onboarding of new relationships, and ongoing servicing of client relationships.
- Strong orientation to technology with the ability to learn and work with various platforms.
- Excellent communication skills, both written and oral.
- Demonstrated ability to build strong client relationships and work with diverse personalities.
- Comfortable working both independently and directly in partnership with other team members.
- Adept problem solver with initiative to proactively identify and address potential issues.
- Desire to work in a fast paced, entrepreneurial, and results-oriented environment.
- Commitment to focus on both delivering results for clients and growing the business.
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Client Experience Specialist - Lee's Summit, United States - StrongBox Wealth
Description
Job Description:
StrongBox Wealth, an independent wealth management firm, is seeking a Client Experience Specialist to assist us in our mission of helping clients achieve their financial goals. This is your opportunity to play a key role in the future success of our fast-growing organization. If you have an unwavering desire to succeed and work directly with clients in the pursuit of their financial goals while sharing our firm's client-first focus, then we would love to hear from you.
The Client Experience Specialist position is appropriate for a like-minded individual seeking to be immersed in the entrepreneurial culture of our dynamic and evolving wealth management firm. Through resourceful efficiency, our culture is inherently flexible and collaborative, directly reflective of our solutions-based teamwork and concierge-style service approach to our long-time clients.
As a Client Experience Specialist, you are the relationship manager for new and existing clients, serving as a primary point of contact and accountable for proactively delivering the StrongBox Wealth client experience. You will play a vital role in helping our clients with their financial needs and ensuring they are fully satisfied with our services. Must have exemplary customer service and communication skills, acute attention to detail, and an incomparable work ethic.
Responsibilities and Activities
Requirements and Qualifications
Compensation is commensurate with experience. For more information about our company, please visit our website at
StrongBox Wealth is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, disability (unrelated to the ability to perform job duties), veteran status, or any other protected status under applicable law.
About StrongBox Wealth:
StrongBox Wealth is a registered independent advisory firm focused on working with successful business owners and multigenerational families who recognize the value of financial planning and seek to collaborate with a professional advisor on how to best protect, sustain, and transfer their wealth. That begins with understanding our clients' goals and objectives, then pursuing solutions to ensure we help them achieve their best financial outcomes. Our team works closely to advise and deliver customized solutions drawn from our deep investment experience, access to a comprehensive array of independent investment solutions, and full suite of services.
As a locally owned and operated firm, we have a powerful sense of personal accountability, integrity, and responsibility to our community and the clients we serve. Given the highly customized level of service for our diverse and growing clientele, the Client Experience Specialist will work exclusively out of our office in Lee's Summit, Missouri.
