Client Experience Manager

Overview Heritage Financial Consultants, a successful wealth management and financial planning firm, has an exciting opportunity for someone to join one of the teams in our Hunt Valley, MD office. The goal is for the candidate to quickly become an integral member of the team, overseeing processes and systems while serving as the first line of client support to ensure consistent, high-quality client experience in every category.

Key Responsibilities :

Streamline & execute new business processing activities Schedule, track & update client implementations Generate client reports in Excel, PowerPoint and Word, where appropriate Overview of client needs Coordinate client action items among self and team members Practice oversight Client communication and oversight Utilize appropriate account opening and CRM software systems Contribute and oversee client meeting preparation This non-selling position is full-time, offers flexibility for partial remote work after one year, is compensated with a competitive base salary, and will be eligible for a bonus structure with attractive overall benefits package . The role will also cover costs for education pursuing defined industry related licenses and/or designations, where beneficial to the position.

Qualifications:

Bachelor's Degree preferred Someone who wants to expand knowledge in the financial planning field Minimum of 1-2 years relevant in-depth experience in a professional industry related work environment Must have client service experience

Skills:

Strong attention to detail Highly organized and great coordination skills Proficiency with Microsoft Word, Excel, Power Point Excellent communication and writing skills Ability to meet deadlines Equal Opportunity Employer Securities and investment advisory services offered through Osaic Wealth, Inc. , member

FINRA/SIPC.

Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth .

Pay:

$60,000.00 - $80,000.00 per year

Benefits:

401(k) 401(k) matching Health insurance Paid time off

Work Location:

In person