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Client Experience Associate
Client Experience AssociateLHH US • Saint Paul, MN, US
Client Experience Associate

Client Experience Associate

LHH US • Saint Paul, MN, US
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Job Description

Job Description

Job Title : Client Experience Advisor

Company : LHH

Location : New Brighton, MN

Employment Type : Permanent

Schedule : Hybrid (Onsite with 1 remote day per week after 90 days )

Salary Range : $60,000-$78,000 annually

About the Role

LHH is seeking a Client Experience Advisor (CEA) to join our team in New Brighton. This role is central to delivering exceptional service and personalized support to clients outside of in-person meetings. As a licensed advisor, you will provide proactive guidance, manage client inquiries, and ensure a seamless experience through clear communication and attention to detail.

Responsibilities

  • Serve as the primary point of contact for client communication outside of formal meetings.
  • Deliver timely and proactive financial advice via phone and email.
  • Coordinate client planning needs across internal teams and manage timelines for action items.
  • Utilize service platforms such as Salesforce , Orion , MoneyGuide , and Holistiplan to track and update client information.
  • Foster strong client relationships through prompt, personalized responses.
  • Share industry insights and internal research to keep clients informed.

Requirements

  • Series 65 license (or Series 7 and Series 66 ).
  • Life & Health Insurance license.
  • Excellent verbal and written communication skills.
  • Strong organizational skills and ability to manage multiple priorities.
  • Compensation & Benefits

  • Salary : $60,000-$78,000 annually.
  • 401(k) plan with employer match.
  • Medical, Dental, and Vision insurance.
  • 10 paid company holidays, PTO, and annual wellness stipend.
  • Eligible for discretionary annual bonus based on performance.
  • Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and 401K plan. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.

    Equal Opportunity Employer / Veterans / Disabled

    To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https : / / www.lhh.com / us / en / candidate -privacy

    The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and / or security clearance requirements, including, as applicable :

  • The California Fair Chance Act
  • Los Angeles City Fair Chance Ordinance
  • Los Angeles County Fair Chance Ordinance for Employers
  • San Francisco Fair Chance Ordinance
  • Pay Details : $60,000.00 to $78,000.00 per year

    Search managed by : Breanna Hall

    Equal Opportunity Employer / Veterans / Disabled

    Military connected talent encouraged to apply

    To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https : / / www- uat.lhh.com / us / en / candidate -privacy

    The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and / or security clearance requirements, including, as applicable :

  • The California Fair Chance Act
  • Los Angeles City Fair Chance Ordinance
  • Los Angeles County Fair Chance Ordinance for Employers
  • San Francisco Fair Chance Ordinance
  • Massachusetts Candidates Only : It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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