Client Experience Advocate – Financial Services (Hybrid)

US Enhanced Personnel; Santa Rosa (CA); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Health Savings Account (HSA)

401(k) with company matching

Life insurance

Disability insurance

Employee Assistance Program (EAP)

Responsible Paid Time Off

Job summary

US Enhanced Personnel is seeking a Client Advocate to support financial advisors and tax professionals. The role focuses on delivering exceptional client experiences by preparing materials, resolving complex matters, and ensuring accurate, timely documentation.

The position is full-time, primarily in-office with one preset work-from-home day per week, within a Monday–Friday schedule. A proactive, detail-oriented professional is ideal for sustaining client relationships.

Qualifications

• Bachelor’s degree in finance, business, or related field preferred.
• 1–3 years of experience in the financial services industry.
• Proficiency with Microsoft Word, Excel, and Outlook.
• Strong interpersonal and communication skills.

Responsibilities

• Prepare reports, presentations, and other materials for client meetings for financial advisors and tax professionals.
• Ensure client documentation is accurate and ready for meetings.
• Serve as a primary contact for clients and assist with questions and service issues.
• Collaborate with partners to resolve client concerns involving financial services and account maintenance.
• Track tasks and deadlines, following up on outstanding items.

Skills

Interpersonal skills

Communication skills

Organization/detail orientation

Time management

Prioritization in fast-paced env

Problem solving

Technical aptitude

MS Word/Excel/Outlook

Education

Bachelor’s degree in finance/business/related field

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

US Enhanced Personnel is seeking a Client Advocate to support financial advisors and tax professionals. The role focuses on delivering exceptional client experiences by preparing materials, resolving complex matters, and ensuring accurate, timely documentation.

The position is full-time, primarily in-office with one preset work-from-home day per week, within a Monday–Friday schedule. A proactive, detail-oriented professional is ideal for sustaining client relationships.