Client Experience Manager jobs in United States
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Retire SMART LLC · 3 months ago

Client Experience Manager

positionOmaha, Nebraska, United States
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$55K/yr - $70K/yr
date5+ years exp

Retire SMART LLC is an independent financial advisor firm dedicated to providing exceptional client service. They are seeking a Client Experience Manager to lead the Client Service Team, ensuring high levels of client satisfaction and operational excellence.

AdviceFinanceFinancial Services
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Growth Opportunities

Responsibilities

Lead and manage the Client Service Team, fostering accountability, collaboration, and growth
Serve as the direct communication link between the Client Service Team and the Executive Team
Take ownership of all client escalations, ensuring timely, thoughtful, and effective resolution
Build and maintain strong client and vendor relationships that align with the firm’s mission and strategy
Implement, refine, and scale processes within our CRM to create efficiency and consistency
Continuously look for ways to elevate the overall client experience
Develop and enhance onboarding systems that ensure smooth, professional client transitions
Design and implement training programs to onboard and upskill team members
Provide progress updates to the Executive Team on key initiatives, milestones, and completion timelines
Assist with hiring process
Establish & monitor performance metrics
Provides timely & constructive performance feedback to support employee development
Oversee corrective action in a fair and consistent manner in line with company policy

Qualification

Client relationship managementProcess improvementTeam leadershipAnalytical skillsMicrosoft Office SuiteCommunication skillsPerformance metrics monitoringTraining program designClient onboardingEmployee developmentCorrective action oversightWealth management experienceCRM proficiencyLifeHealth LicenseProblem-solving skillsInterpersonal skillsTime management

Required

Bachelor's degree or 5yr related prior management experience highly preferred
Proven success leading a fast-paced client service team with measurable results
Excellent analytical and problem-solving skills with a proactive mindset
Exceptional written and verbal communication skills with attention to detail
Strong interpersonal skills with the ability to inspire confidence and trust
Ability to prioritize competing demands and drive projects to completion
Proficient with Microsoft office suite
Ability to sit for extended periods of time
Ability to walk short distances within the office
Ability to lift & carry up to 50lbs
Ability to reach above and below shoulder level to access items or equipment

Preferred

Active Life, Health, and Annuities License
Experience with Wealthbox CRM, Orion, Wealthscape, or AI-driven client tools
Experience at an RIA or Wealth Management Firm

Benefits

Comprehensive medical, dental, vision, and 401(k) plans (with matching options)
Generous PTO Package: Enjoy a balanced work-life schedule
Continuous Development Opportunities: Grow both personally and professionally with ongoing training and development
Charitable Giving Participation: Be a part of our commitment to making a difference in the community
Team-Centric Environment: Join a collaborative team dedicated to our core motto: “Do the right thing, for the right reason, at the right time.”

Company

Retire SMART LLC

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Retire SMART is an independent financial advisory firm.
dateFounded in 2018
location
Omaha, Nebraska, USA
people-size11-50 employees
web-link
https://retiresmartomaha.com/

Funding

Current Stage
Early Stage

Recent News

EIN Presswire
Retire SMART Concludes Summer Internship Program With Appreciation for Student Contributors
2025-08-13
EIN Presswire
Retire SMART Announces Educational Workshop: 'Exit Planning & amp; Taxes for Entrepreneurs'
2025-04-15
EIN Presswire
Retire SMART Expands with New Office Location in Lincoln, NE
2025-02-25
Company data provided by crunchbase