Client Experience Manager

Job Description

Job Description

Salary : $55k-$70k

Join our Dynamic Team as Client Experience Manager!

Are you passionate about delivering an outstanding client experience and leading a team in a collaborative, fast-paced environment? Do you excel at building and maintaining strong client relationships, mentoring others, and streamlining service operations? If so, we would love to connect with you! Our growing independent Insurance and Financial services firm is seeking a dedicated Client Experience Manager to oversee our client service team and ensure our clients receive the highest level of personalized support and care. This is a key leadership role with direct impact on both client satisfaction and operational excellence.

What Youll Do :

• 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 firms 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

Experience Youll Bring :

Bonus Points

What Youll Get :

General Physical Requirements :

Who We Are :

Retire SMART is an independent financial advisor firm. Through a SMART Plan process, we help take the uncertainty out of our clients financial future so they can enjoy the retirement they have always imagined. We are proud to serve clients who are engaged and happy with our exceptional service. Each contact we have with a client is an opportunity to make them feel welcome and well cared for.

Our team takes pride in being the best at what we do. We work hard and have fun. We are constantly learning. We help each other achieve goals as a team and encourage each others personal development. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!

If youre ready to make a meaningful impact and grow with a forward-thinking firm, we invite you to apply and be a part of our journey! Retire SMART is an Equal Employment Opportunity Employer. Everyone is welcome here as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.