Client Experience Specialist

Job Summary

A company is looking for a Client Experience Specialist to enhance user experiences and facilitate communication between consumers and financial advisors.

Key Responsibilities:

• Interact with consumers through various communication channels including phone, email, SMS, and live chat
• Guide users in matching and scheduling meetings with financial advisors
• Document customer interactions and provide feedback to drive innovation

Required Qualifications:

• 1+ years of telephone sales or relevant call center experience
• Experience with multi-channel support preferred
• Must be available to work some holidays or weekends during peak seasons
• Comfortable in a fast-paced, high-growth environment
• Organized and detail-oriented with excellent time-management skills