Wealth Client Experience Specialist

NextGenEnergyJobs; Overland Park, Northern (KS, KY); Hybrid; USD 55,000 - 90,000; Full time

Job summary

NextGenEnergyJobs is seeking a Client Relations Specialist for a Top 20 CPA and advisory firm to strengthen client relationships and coordinate services.

You will own client requests, work with advisors, custodians, and internal partners, and ensure timely, accurate delivery of client outcomes. The role requires a Bachelor's degree and 4 years in financial planning or securities, plus proficiency with Microsoft Office and CRM tools.

Qualifications

• 4 years of directly related industry experience (preferred); experience in financial planning/securities.
• Excellent interpersonal and communication skills; ability to build rapport with clients.
• Proficiency with Microsoft Office; CRM/portfolio management software a plus.
• Strong multi-tasking with ability to handle interruptions and tight timelines.
• Strong written and verbal communication skills.
• Numerical accuracy and attention to detail; time management.
• Strong ethics and integrity with client confidentiality.

Responsibilities

• Develop and maintain strong relationships with clients and advisors.
• Own client requests; coordinate with internal and external partners; provide status updates.
• Communicate effectively with advisors and teams to meet client expectations.
• Monitor client activity; elevate issues as needed.
• Collaborate with custodians and service teams to resolve issues promptly.
• Maintain accurate client data in the CRM.

Skills

Interpersonal skills

Communication skills

Time management

Attention to detail

Education

Bachelor's degree

Tools

Salesforce

Orion

eMoney

HubSpot

Schwab

Microsoft Office

Excel

Job description

NextGenEnergyJobs is seeking a Client Relations Specialist for a Top 20 CPA and advisory firm to strengthen client relationships and coordinate services.

You will own client requests, work with advisors, custodians, and internal partners, and ensure timely, accurate delivery of client outcomes. The role requires a Bachelor's degree and 4 years in financial planning or securities, plus proficiency with Microsoft Office and CRM tools.