Series 65 Licensed Client Specialist

A company is looking for a Client Experience Specialist (Private Client - Personal Strategy).

Key Responsibilities

Provide exceptional client service through proactive engagements and streamlined request processing

Collaborate with advisory teams to maintain strong relationships with high-value clients

Identify financial planning opportunities and coordinate necessary documentation and calls

Required Qualifications

Bachelor's Degree in Business or related field or equivalent experience

2+ years of experience in financial services and / or customer experience

Series 65 FINRA registration required within corporate-established timeline

Experience in client services roles

FINRA Fingerprinting required