Customer Experience Manager

Client Experience Manager

Company Description

Capital Wealth Advisors is a financial company located in Lehi, UT that evaluates and assesses clients' financial situations to provide recommendations that are in their best interest with honesty and transparency. Their professionals are both knowledgeable about finances and prioritize customer satisfaction and confidence in their financial future.

Role Description

The Client Experience Manager is a full-time position responsible for building connections and trust with clients while supporting the growth and retention of advisors' books of business.

This role is crucial to the success of the business, involving direct interaction with clients, proactive relationship management, and operational support to maintain a seamless client experience.

You will play an integral role in fostering strong client relationships, supporting advisors in nurturing their client base, and ensuring client needs are met efficiently and effectively. This position requires high-level organizational skills, time management, and the ability to adapt to the evolving needs of the business. Strong follow-through and the capability to create an environment where clients feel valued and well taken care of are essential for success.

The Client Experience Manager is vital to the success of the business. This individual will be involved in many details of the business. This requires time management and organizational skills at a high level. This role requires the ability to have consistent follow-through with all efforts, as well as the ability to build relationships and create an environment where clients feel valued and well taken care of. As we are growing, the position will also require the ability to be adaptable to change.

Retirement

We offer Roth 401(k)s with a 5% company match.

Let’s Stay Healthy

Select Health Select Med group health insurance plan with a great provider network.

It’s the same health insurance that the owners have for themselves.

Guardian Dental plan offered.

We pay for your health, dental and vision insurance.

Paid time-off to go to the doctor, dentist, optometrist etc.

Hungry?

Free lunch weekly, coffee, tea and hot cocoa — all on-site

You Look Like You Workout.

Free onsite gym membership.

Wow, You’re Smart.

We’ll pay for you to obtain your life insurance license, health insurance license and Series 65 securities registration.

Minimum Qualifications:

Series 65 or Series 7 licensed a plus

Bachelor's degree preferred (in lieu of degree must have 4 years of relevant office experience)

Associate degree is required

Minimum of 2-years' experience in customer service

Minimum of 1-year experience in professional office setting

Experience working with CRM systems

Proficient in Excel, Microsoft Word, Database Management with basic understanding of windows and Mac IOS.

Excellent written and verbal communication skills

Experience in investment, finance, or other related fields is a plus

Must be available to work full-time hours: Monday-Friday 8:30 am - 5:30 pm

Responsibilities

First point of contact for both prospects and clients in-office or over the phone

Record notes from client conversations

Appointment Confirmation/follow-up

Calendar management

Pre-appointment preparation

Mail correspondence

Tracking/Ordering supplies

Sending out gifts for clients

Compiling binders for clients

Assisting the marketing team with events for the firm