Customer Experience Specialist, Nest Wealth

• You have 2+ years of experience in Advisor/Client support role in a Financial Services firm
• You have fantastic people skills. Every customer matters to you and you are always looking for new ways to delight them
• You are willing to go that extra mileProblem-solving is in your DNA
• You know how to get things done and are collaborative and creative in the ways you do that
• You are all about the details
• You have worked in a high volume, fast-paced environment and are a pro when it comes to prioritizing and managing your time
• You are technologically savvy and are always building on those skills

Desirable

• We are seeking a Customer Experience Specialist to join our small but mighty CX team.
• In this role, you will have the opportunity to provide exceptional support to our clients, while educating and providing insightful feedback to continuously elevate our customers' experience
• Enhance client experience: Work with clients and advisors to help facilitate the onboarding process and assist in opening accounts, initiating asset transfers, and submitting deposit requests
• Share knowledgeable insight: Document learnings and develop a robust knowledge base from client engagements to share product, support, and engineering teams to continually improve client experience

• We understand interviewing can be a daunting experience, and we are here to support you every step of the way. Here is a step by step guide on what interviewing with us looks like:
• 30 min “get to know you” interview with HR team member
• 60 min “Meet the Managers” interview with Director of Success & Support
• 60 min "Meet the Team" interview with the team that makes it all happen!
• Our ideal time-to-hire is 35 days, we try our best to provide an efficient, engaging and enjoyable interview experience
• All interviews are over video via Google Meet