Client Experience Representative

Client Experience Representative at The Well Client Experience Representative at The Well in Glen Echo, Maryland Posted in 8 days ago.

Type:

full-time

Job Description:

About the Company We're hiring a Client Experience Representative on behalf of our client

• a growing financial advisory firm serving retirement-focused clients in the Northern Virginia market. About the Role This is a high-priority hire for a firm that's built its model around advisor efficiency and exceptional client care. As the Client Experience Representative, you'll serve as the operational backbone of the advisor team
• managing the client journey from prospect confirmation through ongoing service, and showing up in-person to help run the retirement workshops and dinner seminars that drive the firm's growth.

You're remote, but rooted: Fairfax County presence is essential, and your local familiarity matters. Responsibilities Attend retirement workshops and dinner seminars; manage attendee logistics and schedule follow-up appointments with interested prospects Own all appointment confirmations from initial booking through the first advisor meeting Schedule client service meetings and prepare pre-meeting account summaries Input meeting notes, action items, and client updates into SmartOffice CRM Process non-licensed service requests and assist with investment account maintenance Maintain internal team trackers and ensure data accuracy across platforms Act as the primary liaison for service-related client inquiries and issue resolution Manage advisor calendars and handle day-to-day client communications Qualifications 3-5 years of experience in an operational, administrative, or client service role (3 years minimum) Prior client support experience at a financial services firm

• ideally an RIA or hybrid advisory firm Working knowledge of CRM systems and client account/application paperwork Proficiency with Microsoft Office and Point SmartOffice CRM experience is a strong plus Must reside in Fairfax County, VA or within a 45-minute commute (with traffic) of Tysons Corner Required Skills Strong attention to detail and organizational skills Excellent follow-through and communication•written and verbal Team-oriented with a genuine client service mindset Comfortable managing data and maintaining accuracy at volume Adaptable under shifting priorities; persistent and client-focused Availability for up to 4 evening seminars per month during busy workshop seasons Pay Range and Compensation Package $75,000•$90,000 base salary, plus discretionary annual bonus.

This is a fully remote role with the expectation of regular local seminar attendance in the Northern Virginia market.

Benefits include:

Medical insurance

• choice of 3 IBX PPO plans (Independence Blue Cross) Dental insurance
• Equitable dental PPO Vision insurance
• Equitable vision plan 401(k) plan Voluntary long-term disability insurance Commuter benefits
• Transportation FSA for transit and parking (pre-tax) If you're an operationally sharp professional who thrives in a fast-paced financial services environment and wants to be a true partner to a high-performing advisor team
• let's talk.

Equal Opportunity Statement We are committed to diversity and inclusivity in our hiring practices.