Client Experience Advisor

Client Experience Advisor

At Great Waters Financial, the Client Experience Advisor (CEA) plays a vital role in delivering exceptional service and personalized support to our clients. Rooted in a culture of collaboration and attention to detail, this position is central to ensuring clients feel empowered and well-informed throughout their journey with us outside of in-person meetings. The CEA provides ongoing guidance outside of formal meetings, serving as a readily accessible expert resource via email and phone for a wide range of financial planning needs and inquiries. As a licensed, trusted advisor and service champion, the CEA helps clients navigate challenges with clarity and confidence, strengthening their overall experience and deepening client relationships.

Responsibilities:

• Deliver timely and proactive financial advice to clients via phone call or email, addressing planning inquiries outside of formal meetings.
• Collaborate cross-functionally to coordinate and manage client planning needs across the Operations department.
• Serve as the primary point of contact for all client communication and inquiries outside of in-person meetings.
• Establish and manage timelines for client-related action items within service platforms, including Salesforce, Orion, Moneyguide, and Holistiplan.
• Foster and maintain strong client relationships through prompt and personalized responses to inquiries and service requests.
• Share industry insights and internal research to keep clients informed on relevant updates.

Requirements:

• Series 65 (or Series 7 and Series 66)
• Life & Health insurance license
• Excellent verbal and written communication skills

The salary range for this role is $60,000.00 - $78,000.00 annually. In addition, Great Waters offers employees a 401k plan with an employer matching schedule, Medical, Dental, and Vision insurance, 10 paid company Holidays, an annual wellness stipend, and paid-time off. This position is eligible for a discretionary annual bonus driven by organization and individual performance.

Great Waters Financial