Client Success Manager, Financial Wellness Programs

Fiducient Advisors; Washington, Northern (District of Columbia, KY); Hybrid; USD 85,000 - 105,000; Full time

Benefits offered by this job

Wellness Benefits

401K with company match

Professional Development

Job summary

Fiducient Advisors in Washington, DC seeks a Client Success Manager to oversee onboarding of workplace financial wellness programs for sponsor clients, ensure ongoing engagement, and deliver accurate reporting. You will support financial mentoring, coordinate kickoff calls, and maintain strong client relationships across a hybrid, travel-friendly schedule.

The role requires 3–5 years in client success or related fields, a Bachelor's degree or equivalent experience, and proficiency with Microsoft

Qualifications

• Bachelor’s Degree or relevant work experience.
• 3–5 years of experience in client success, account management, financial wellness, or employee benefits.
• Proficiency in Microsoft Suite and familiarity with CRM and reporting tools.
• Strong ability to build and maintain client relationships.
• Effective communication and presentation skills.
• Organized with the ability to manage multiple clients and priorities.
• Detail-oriented with a focus on accuracy and execution.
• Adaptable and able to work independently in a fast-paced environment.
• Sound judgment and problem-solving skills.
• Collaborative and team-oriented.

Responsibilities

• Manage the daily onboarding and operational implementation of the financial wellness program for assigned clients.
• Coordinate onboarding activities, including kickoff calls, platform setup, and launch readiness.
• Ensure onboarding is delivered consistently and within established timelines.
• Function as the key contact for plan sponsor clients, handling regular communication and support.
• Conduct regular client check-ins (quarterly or semi-annual) to review program performance and engagement.
• Prepare, track, and deliver client reporting, including participation and engagement metrics.
• Support the development and implementation of client engagement strategies and initiatives.
• Monitor client activity and proactively see opportunities to boost participation and outcomes.
• Support client retention by maintaining a high standard of service and steady program delivery.
• Monitor client engagement and happiness, identifying risks and addressing issues as they arise.
• Find opportunities to improve and expand the client relationship through increased program utilization and engagement.
• Partner with clients to evolve their program based on participant needs and usage trends.
• Provide backup support for 1:1 financial mentoring when required.
• Assist in the delivery of group education sessions in both virtual and in-person settings.
• Support the creation and implementation of educational materials and workshops.
• Assist with testing and optimizing platform usability to ensure successful client launches.
• Provide feedback on platform functionality and client experience
• Ensure all program activities align with industry regulations and internal requirements
• Follow established processes and support consistent program delivery
• Stay informed on financial wellness trends and best practices

Skills

Microsoft Suite

CRM

Reporting tools

Client relationships

Communication skills

Education

Bachelor's Degree or relevant work experience

Job description

Fiducient Advisors in Washington, DC seeks a Client Success Manager to oversee onboarding of workplace financial wellness programs for sponsor clients, ensure ongoing engagement, and deliver accurate reporting. You will support financial mentoring, coordinate kickoff calls, and maintain strong client relationships across a hybrid, travel-friendly schedule.

The role requires 3–5 years in client success or related fields, a Bachelor's degree or equivalent experience, and proficiency with Microsoft