Client Experience Specialist – Financial Services

MOHR Talent

Austin (TX)

On-site

USD 52,000 - 60,000

Full time

14 days+

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Job summary

A leading company in financial services is seeking a Client Experience Specialist in Austin, TX. This full-time role focuses on providing exceptional service to financial advisors by managing daily operations and supporting their needs, ensuring a high-quality client experience. Candidates should possess strong communication skills and at least 2 years of experience in client operations or financial services.

Qualifications

2+ years of experience in financial services or client operations.
Strong communication and active listening skills.
Willingness to obtain Series 7 certification.

Responsibilities

Act as the primary point of contact for financial advisor firms.
Answer 35–40 calls and 10 emails daily.
Build relationships and resolve issues efficiently.

Skills

Communication

Active Listening

Client Service

Technical Comfort

Education

High School diploma or GED

Bachelor’s degree

Series 7 certification

Tools

Salesforce

Job description

Client Experience Specialist – Financial Services

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Client Experience Specialist – Financial Services

(Onsite, Austin, TX)

Full-Time | Monday–Friday | Structured Schedule

We’re hiring a Client Experience Specialist to join a high-touch service team supporting independent financial advisors and their firms. This role focuses on delivering an exceptional client experience while helping advisors with day-to-day operational needs and platform navigation.

Client Experience Specialist – Financial Services

(Onsite, Austin, TX)

Full-Time | Monday–Friday | Structured Schedule

What You’ll Do:

Be the primary point of contact for a group of financial advisor firms.
Provide outstanding service by answering 35–40 calls and 10 emails daily related to account maintenance, cost basis, transfers, and retirement plans.
Build strong relationships and deliver efficient resolutions through training and proactive support.
Navigate advisor platforms and systems (training provided).
Work collaboratively with internal departments and custodians.
Track all client interactions through Salesforce.

What You Bring:
- 2+ years of experience in financial services, banking, or client operations.
- Strong communication, active listening, and a passion for helping others.
- Comfort with systems and technology; training provided.
- High School diploma or GED required; Bachelor’s degree preferred.
- Series 7 preferred (or willingness to obtain – bonus structure available).
- Retirement planning knowledge is a plus.
  
  Additional Details:
  - This is a full-time, in-office role in Austin, TX.
  - Rotating shifts between 7:00 AM and 6:30 PM, Monday to Friday.
    
    MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com