Client Experience Lead - Wealth Management

St. Croix Wealth Management; Saint Paul (MN); On-site; USD 55,000 - 75,000; Full time

Job summary

St. Croix Wealth Management in Oakdale, MN is seeking a Client Experience Manager to ensure a high-quality, consistent experience for all clients.

This full-time, on-site role collaborates with financial professionals to prepare client materials, track milestones, and tailor engagement options. Responsibilities include responding to client inquiries, maintaining CRM records, answering phones, managing databases and forms, planning client events, scanning, client follow-up, and assisting with

Qualifications

• Strong customer service and client experience skills.
• Clear verbal and written communication, client-friendly presentation.
• Attention to detail and ability to manage multiple requests.

Responsibilities

• Respond to client inquiries promptly and professionally.
• Maintain accurate CRM records and update databases.
• Answer phones and route client requests.
• Manage forms, scanning, and essential client documentation.
• Plan client events and support marketing and social media efforts.
• Collaborate with internal teams to improve processes and service standards.

Skills

Customer service

Customer experience

Effective communication

Attention to detail

Organizational skills

Office productivity tools

Tools

CRM systems

Job description

St. Croix Wealth Management in Oakdale, MN is seeking a Client Experience Manager to ensure a high-quality, consistent experience for all clients.

This full-time, on-site role collaborates with financial professionals to prepare client materials, track milestones, and tailor engagement options. Responsibilities include responding to client inquiries, maintaining CRM records, answering phones, managing databases and forms, planning client events, scanning, client follow-up, and assisting with