{"schemaVersion":"jobsearcher.job.v1","id":"4bbc4e68b2aec84665a80a5f","url":"https://jobsearcher.com/jobs/4bbc4e68b2aec84665a80a5f","canonicalUrl":"https://jobsearcher.com/jobs/4bbc4e68b2aec84665a80a5f","title":"Client Experience Representative","description":"About the CompanyWe're hiring a Client Experience Representative on behalf of our client — a growing financial advisory firm serving retirement-focused clients in the Northern Virginia market.About the RoleThis is a high-priority hire for a firm that's built its model around advisor efficiency and exceptional client care. As the Client Experience Representative, you'll serve as the operational backbone of the advisor team — managing the client journey from prospect confirmation through ongoing service, and showing up in-person to help run the retirement workshops and dinner seminars that drive the firm's growth. You're remote, but rooted: Fairfax County presence is essential, and your local familiarity matters.ResponsibilitiesAttend retirement workshops and dinner seminars; manage attendee logistics and schedule follow-up appointments with interested prospectsOwn all appointment confirmations from initial booking through the first advisor meetingSchedule client service meetings and prepare pre-meeting account summariesInput meeting notes, action items, and client updates into SmartOffice CRMProcess non-licensed service requests and assist with investment account maintenanceMaintain internal team trackers and ensure data accuracy across platformsAct as the primary liaison for service-related client inquiries and issue resolutionManage advisor calendars and handle day-to-day client communications Qualifications3–5 years of experience in an operational, administrative, or client service role (3 years minimum)Prior client support experience at a financial services firm — ideally an RIA or hybrid advisory firmWorking knowledge of CRM systems and client account/application paperworkProficiency with Microsoft Office and SharePointSmartOffice CRM experience is a strong plusMust reside in Fairfax County, VA or within a 45-minute commute (with traffic) of Tysons Corner Required SkillsStrong attention to detail and organizational skillsExcellent follow-through and communication — written and verbalTeam-oriented with a genuine client service mindsetComfortable managing data and maintaining accuracy at volumeAdaptable under shifting priorities; persistent and client-focusedAvailability for up to 4 evening seminars per month during busy workshop seasons Pay Range and Compensation Package$75,000 – $90,000 base salary, plus discretionary annual bonus. This is a fully remote role with the expectation of regular local seminar attendance in the Northern Virginia market.Benefits include:Medical insurance — choice of 3 IBX PPO plans (Independence Blue Cross)Dental insurance — Equitable dental PPOVision insurance — Equitable vision plan401(k) planVoluntary long-term disability insuranceCommuter benefits — Transportation FSA for transit and parking (pre-tax) If you're an operationally sharp professional who thrives in a fast-paced financial services environment and wants to be a true partner to a high-performing advisor team — let's talk.Equal Opportunity StatementWe are committed to diversity and inclusivity in our hiring practices.","company":"Well","rawCompany":"well","city":"Marienthal","state":"KS","isRemote":false,"isActive":false,"createdAt":"2026-06-02T12:35:35.015Z","occupations":[{"code":"41-3091.00","title":"Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel","slug":"sales-representatives-of-services-except-advertising-insurance-financial-services-and-travel"},{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"},{"code":"43-4051.00","title":"Customer Service Representatives","slug":"customer-service-representatives"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"code":"541618","title":"Other Management Consulting Services","slug":"other-management-consulting-services"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Client Experience Representative","description":"About the CompanyWe're hiring a Client Experience Representative on behalf of our client — a growing financial advisory firm serving retirement-focused clients in the Northern Virginia market.About the RoleThis is a high-priority hire for a firm that's built its model around advisor efficiency and exceptional client care. As the Client Experience Representative, you'll serve as the operational backbone of the advisor team — managing the client journey from prospect confirmation through ongoing service, and showing up in-person to help run the retirement workshops and dinner seminars that drive the firm's growth. You're remote, but rooted: Fairfax County presence is essential, and your local familiarity matters.ResponsibilitiesAttend retirement workshops and dinner seminars; manage attendee logistics and schedule follow-up appointments with interested prospectsOwn all appointment confirmations from initial booking through the first advisor meetingSchedule client service meetings and prepare pre-meeting account summariesInput meeting notes, action items, and client updates into SmartOffice CRMProcess non-licensed service requests and assist with investment account maintenanceMaintain internal team trackers and ensure data accuracy across platformsAct as the primary liaison for service-related client inquiries and issue resolutionManage advisor calendars and handle day-to-day client communications Qualifications3–5 years of experience in an operational, administrative, or client service role (3 years minimum)Prior client support experience at a financial services firm — ideally an RIA or hybrid advisory firmWorking knowledge of CRM systems and client account/application paperworkProficiency with Microsoft Office and SharePointSmartOffice CRM experience is a strong plusMust reside in Fairfax County, VA or within a 45-minute commute (with traffic) of Tysons Corner Required SkillsStrong attention to detail and organizational skillsExcellent follow-through and communication — written and verbalTeam-oriented with a genuine client service mindsetComfortable managing data and maintaining accuracy at volumeAdaptable under shifting priorities; persistent and client-focusedAvailability for up to 4 evening seminars per month during busy workshop seasons Pay Range and Compensation Package$75,000 – $90,000 base salary, plus discretionary annual bonus. This is a fully remote role with the expectation of regular local seminar attendance in the Northern Virginia market.Benefits include:Medical insurance — choice of 3 IBX PPO plans (Independence Blue Cross)Dental insurance — Equitable dental PPOVision insurance — Equitable vision plan401(k) planVoluntary long-term disability insuranceCommuter benefits — Transportation FSA for transit and parking (pre-tax) If you're an operationally sharp professional who thrives in a fast-paced financial services environment and wants to be a true partner to a high-performing advisor team — let's talk.Equal Opportunity StatementWe are committed to diversity and inclusivity in our hiring practices.","datePosted":"2026-06-02T12:35:35.015Z","dateModified":"2026-06-02T12:35:35.015Z","hiringOrganization":{"@type":"Organization","name":"Well","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Marienthal","addressRegion":"KS","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"4bbc4e68b2aec84665a80a5f"},"url":"https://jobsearcher.com/jobs/4bbc4e68b2aec84665a80a5f"}}