The Client Experience team delivers a best-in-class client experience across the client lifecycle using insights and data to drive operational efficiency and improve outcomes
Job Summary
The Client Experience team delivers a best-in-class client experience across the client lifecycle using insights and data to drive operational efficiency and improve outcomes.
This role involves leading client experience initiatives end-to-end, defining scope, requirements, milestones, and success metrics.
Responsibilities include partnering with stakeholders to identify gaps, resolve issues, and design/deliver client experience solutions.
Matching Summary
The Client Experience team delivers a best-in-class client experience across the client lifecycle using insights and data to drive operational efficiency and improve outcomes.
Salary
Base: $140,000-$175,000; Bonus/Equity: Discretionary bonus eligible; Benefits: Comprehensive package including PTO, medical, dental, vision, retirement, life insurance
Skills & Requirements
Must-have
Client lifecycle management
Operational efficiency improvements
Process redesign and standardization
Client data structures and governance
End-to-end initiative leadership
Stakeholder partnership and alignment
Measurable improvement driving
Nice-to-have
Influencing without direct authority
Adaptability to changing business needs
Strong attention to detail
Collaborative team player
Key Requirements
7+ years of financial services experience
B.A. degree or equivalent
Experience in client experience or project management