Client & Advisor Experience Architect

Earned; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Earned is looking for a Client & Advisor Experience Associate to enhance the client journey through structured process design and data analytics. This role involves optimizing client engagement across digital and live channels and requires a data-driven mindset.

The ideal candidate should possess a Bachelor’s degree, with 2-3 years of experience preferably in financial services, consulting, or healthcare. Join Earned to play a critical role in shaping the client experience.

Qualifications

• 2-3 years of relatable experience.
• Financial services, consulting, or healthcare background preferred.
• Demonstrated experience in service delivery across digital and live channels.

Responsibilities

• Design and implement centralized client-facing processes.
• Manage centralized communication channels for client interactions.
• Develop training programs for stakeholders on new processes.

Skills

Client journey design

Data analysis

Communication skills

Project management

Stakeholder engagement

Education

Bachelor’s degree in a related field

Tools

Excel

Tableau

Job description

Earned is looking for a Client & Advisor Experience Associate to enhance the client journey through structured process design and data analytics. This role involves optimizing client engagement across digital and live channels and requires a data-driven mindset.

The ideal candidate should possess a Bachelor’s degree, with 2-3 years of experience preferably in financial services, consulting, or healthcare. Join Earned to play a critical role in shaping the client experience.