Client Experience Specialist - Financial Services

Company: Mohr Talent
Location: Austin
Posted on: May 2, 2025

Job Description:

Client Experience Specialist - Financial Services

(Onsite, Austin, TX)

Full-Time - Monday-Friday - Structured Schedule

We're hiring a Client Experience Specialist to join a high-touch service team supporting independent financial advisors and their firms. This role focuses on delivering an exceptional client experience while helping advisors with day-to-day operational needs and platform navigation.

What You'll Do:

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  Be the primary point of contact for a group of financial advisor firms.
  
  
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  Provide outstanding service by answering 35-40 calls and 10 emails daily related to account maintenance, cost basis, transfers, and retirement plans.
  
  
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  Build strong relationships and deliver efficient resolutions through training and proactive support.
  
  
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  Navigate advisor platforms and systems (training provided).
  
  
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  Work collaboratively with internal departments and custodians.
  
  
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  Track all client interactions through Salesforce.
  
  
  
  What You Bring:
  
  
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    2+ years of experience in financial services, banking, or client operations.
    
    
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    Strong communication, active listening, and a passion for helping others.
    
    
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    Comfort with systems and technology; training provided.
    
    
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    High School diploma or GED required; Bachelor's degree preferred.
    
    
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    Series 7 preferred (or willingness to obtain - bonus structure available).
    
    
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    Retirement planning knowledge is a plus.
    
    
    
    Additional Details:
    
    
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      This is a full-time, in-office role in Austin, TX.
      
      
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      Rotating shifts between 7:00 AM and 6:30 PM, Monday to Friday.
      
      
      
      
      MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com

Keywords: Mohr Talent, Round Rock , Client Experience Specialist - Financial Services, Other , Austin, Texas