Impact-Driven Client Experience Manager

Figure 8 Investment Strategies; Boise (ID); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

401k with company match

Health insurance including dental and vision

Paid and volunteer time off

Opportunities for training and career growth

Job summary

Figure 8 Investment Strategies is looking for a Client Experience Manager to lead the team in providing outstanding service. This role demands leadership in client interactions, team management, and a commitment to social impact. The ideal candidate will have significant experience in the financial services industry and a passion for sustainability.

The position offers a salary range of $80,000-$110,000 along with comprehensive benefits including health insurance. Join us in making a positive impact!

Qualifications

• 5+ years’ operational experience, including financial services.
• 2+ years in team management.
• Tech-savvy and proficient in relevant software.

Responsibilities

• Supervise and train the Client Experience team.
• Oversee onboarding of new clients and CRM system.
• Manage delivery of client communications and reporting.

Skills

Operational experience

Team management

Financial industry software

Project management

Communication skills

Education

Bachelor's degree

Tools

CRM (Redtail)

Microsoft Excel

Black Diamond

Job description

Figure 8 Investment Strategies is looking for a Client Experience Manager to lead the team in providing outstanding service. This role demands leadership in client interactions, team management, and a commitment to social impact. The ideal candidate will have significant experience in the financial services industry and a passion for sustainability.

The position offers a salary range of $80,000-$110,000 along with comprehensive benefits including health insurance. Join us in making a positive impact!