{"schemaVersion":"jobsearcher.job.v1","id":"a1071847cdf8054cb1cdf981","url":"https://jobsearcher.com/jobs/a1071847cdf8054cb1cdf981","canonicalUrl":"https://jobsearcher.com/jobs/a1071847cdf8054cb1cdf981","title":"Client and Advisor Experience Associate","description":"Compensation Transparency\nSalary Range: $125,000 - $150,000\nBonus eligible\nAt Earned, we are committed to fair and transparent compensation. Base salary is market-driven and determined at the time of offer based on benchmarks such as role-specific market data, company stage, and factors such as internal equity, relevant experience, interview performance, location, and level.\n\nAbout Earned\nEarned is a category-defining, first-in-kind tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner doctors need by seamlessly integrating personal and practice-based solutions to maximize their wealth potential and drive better financial outcomes.\n\nWe bring together tax, accounting, wealth management, insurance, and legal services under one platform not as a generic one-stop shop, but to deliver better advice through an integrated view of a doctor’s full financial life. Our differentiation is relationship-led, trust-based selling paired with disciplined execution across the ecosystem.\n\nEarned manages $3.4B+ in assets, serves more than 20,000 clients, and is one of the fastest-growing doctor-focused platforms in the country. Backed by $200M of committed capital, we are scaling rapidly through acquisitions and organic growth across multiple service lines.\n\nWe are building this platform from the ground up, leveraging modern technology, data, and AI to simplify the client experience and make it easier for advisors and sales teams to deliver high-quality advice at scale. Operating across multiple service lines, acquired entities, and client entry points requires a highly disciplined yet relationship-driven go-to-market model that can scale without losing trust.\n\nJoin us as we build the future of financial services for doctors faster, smarter, and at scale.\n\nJob Summary\nThe Client & Advisor Experience Associate is responsible for designing, centralizing, and optimizing the end-to-end client and advisor experience. This role sits at the intersection of service design, operations, technology, and advisory teams, ensuring a seamless, consistent, and scalable omni-channel experience across every client touchpoint.\nThe Associate will bring a structured, data-driven mindset to process design, communication infrastructure, and performance management — serving as a key driver of cross-functional alignment and operational excellence.\n\nKey Responsibilities\nProcess Design & Centralization\nOwn the end-to-end design and implementation of centralized client-facing processes.\nLead engagement letter distribution workflows, template standardization, and documentation governance.\nCoordinate across advisory, operations, compliance, and technology teams to ensure consistent execution.\nIdentify inefficiencies, eliminate redundancies, and implement scalable workflow solutions.\n\nOmni-Channel Client Service Delivery\nDesign and operationalize seamless omni-channel client experience spanning:\nDigital properties (client portals, email communications, mobile touchpoints)\nLive channels (managed phone lines, in-person interactions)\nSelf-service platforms\nEstablish consistent service standards, messaging frameworks, and escalation protocols across all channels.\nIdentify friction points in the client journey and implement solutions to enhance continuity and ease of engagement.\n\nClient Communication Infrastructure\nManage the buildout and ongoing operations of centralized communication channels, including managed phone lines, shared inboxes, and digital engagement tools.\nDefine operating procedures, service-level standards, routing logic, and escalation paths.\nMonitor performance and continuously refine infrastructure to improve responsiveness and quality.\n\nCross-Functional Coordination & Stakeholder Engagement\nServe as the connective tissue across advisory, operations, compliance, and technology teams.\nAlign stakeholders on process requirements and implementation priorities.\nRemove bottlenecks and drive adoption of new workflows in a matrixed environment.\nInfluence without direct authority, building credibility and trust across all levels of the organization.\nPresent updates, recommendations, and insights clearly to senior leadership.\n\nTraining & Change Management\nDevelop and deliver structured training programs for internal stakeholders on new client and advisor experience processes.\nCreate playbooks, SOPs, job aids, and documentation to sustain adoption.\nReinforce omni-channel service protocols and behavioral standards.\nSupport change management efforts to embed consistent service delivery across all touchpoints.\n\nData, Analytics & Performance Management\nDefine and maintain a core set of experience-focused performance metrics, including:\nTurnaround times\nChannel utilization rates\nCompletion rates\nCall volume trends\nClient satisfaction indicators\nBuild reporting frameworks to monitor process health and service effectiveness.\nTranslate data into actionable insights and prioritized recommendations.\nProactively surface trends, risks, and improvement opportunities.\nPresent data-driven findings in a clear, decision-ready format for senior stakeholders.\n\nProject Management\nManage multiple concurrent workstreams with defined milestones, timelines, and accountability structures.\nApply structured project management methodologies to ensure execution rigor.\nEscalate risks, dependencies, and key decisions appropriately to the Senior Manager.\nMaintain clear documentation of progress, outcomes, and next steps.\n\nKey Requirements\nBachelor’s degree in a related field\nAt least 3 years of relatable experience\nDemonstrated experience designing or managing service delivery across digital and live channels\nStrong understanding of cohesive client journey design, service standards, and escalation frameworks\nStructured, data-driven thinker with the ability to translate metrics into actionable insights\nProficiency in Excel, Tableau, or comparable analytics tools preferred\nExceptional written and verbal communication skills\nAbility to build credibility quickly and influence cross-functional stakeholders without direct authority\nComfortable presenting insights and recommendations to senior audiences\n\nBenefits\nAn attractive total compensation package\nEmployer-sponsored health insurance (medical, dental, vision)\n401k + 5% match\n\nEarned is committed to offering equal employment opportunity in all employment practices and employment decisions are based on an individual’s job qualifications and abilities. Earned prohibits discrimination based on race, creed, color, religion, national origin, ancestry, sex, gender (including gender identity, gender expression and being transgender), sexual orientation, marital status, registered domestic partner status, citizenship status, age, military and veteran status, medical condition, genetic information, political affiliation, disability, medical condition, or any other basis protected by federal, state, or local law or ordinance or regulation. Earned also prohibits discrimination based on the perception that anyone has any of these characteristics or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful.","company":"Earned","rawCompany":"earned","city":"Remote","state":"OR","isRemote":false,"isActive":false,"createdAt":"2026-07-21T11:24:25.275Z","occupations":[{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"},{"code":"43-3099.00","title":"Financial Clerks, All Other","slug":"financial-clerks-all-other"},{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"}],"industries":[{"code":"541618","title":"Other Management Consulting Services","slug":"other-management-consulting-services"},{"code":"541611","title":"Administrative Management and General Management Consulting Services","slug":"administrative-management-and-general-management-consulting-services"},{"code":"621111","title":"Offices of Physicians (except Mental Health Specialists)","slug":"offices-of-physicians-except-mental-health-specialists"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Client and Advisor Experience Associate","description":"Compensation Transparency\nSalary Range: $125,000 - $150,000\nBonus eligible\nAt Earned, we are committed to fair and transparent compensation. Base salary is market-driven and determined at the time of offer based on benchmarks such as role-specific market data, company stage, and factors such as internal equity, relevant experience, interview performance, location, and level.\n\nAbout Earned\nEarned is a category-defining, first-in-kind tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner doctors need by seamlessly integrating personal and practice-based solutions to maximize their wealth potential and drive better financial outcomes.\n\nWe bring together tax, accounting, wealth management, insurance, and legal services under one platform not as a generic one-stop shop, but to deliver better advice through an integrated view of a doctor’s full financial life. Our differentiation is relationship-led, trust-based selling paired with disciplined execution across the ecosystem.\n\nEarned manages $3.4B+ in assets, serves more than 20,000 clients, and is one of the fastest-growing doctor-focused platforms in the country. Backed by $200M of committed capital, we are scaling rapidly through acquisitions and organic growth across multiple service lines.\n\nWe are building this platform from the ground up, leveraging modern technology, data, and AI to simplify the client experience and make it easier for advisors and sales teams to deliver high-quality advice at scale. Operating across multiple service lines, acquired entities, and client entry points requires a highly disciplined yet relationship-driven go-to-market model that can scale without losing trust.\n\nJoin us as we build the future of financial services for doctors faster, smarter, and at scale.\n\nJob Summary\nThe Client & Advisor Experience Associate is responsible for designing, centralizing, and optimizing the end-to-end client and advisor experience. This role sits at the intersection of service design, operations, technology, and advisory teams, ensuring a seamless, consistent, and scalable omni-channel experience across every client touchpoint.\nThe Associate will bring a structured, data-driven mindset to process design, communication infrastructure, and performance management — serving as a key driver of cross-functional alignment and operational excellence.\n\nKey Responsibilities\nProcess Design & Centralization\nOwn the end-to-end design and implementation of centralized client-facing processes.\nLead engagement letter distribution workflows, template standardization, and documentation governance.\nCoordinate across advisory, operations, compliance, and technology teams to ensure consistent execution.\nIdentify inefficiencies, eliminate redundancies, and implement scalable workflow solutions.\n\nOmni-Channel Client Service Delivery\nDesign and operationalize seamless omni-channel client experience spanning:\nDigital properties (client portals, email communications, mobile touchpoints)\nLive channels (managed phone lines, in-person interactions)\nSelf-service platforms\nEstablish consistent service standards, messaging frameworks, and escalation protocols across all channels.\nIdentify friction points in the client journey and implement solutions to enhance continuity and ease of engagement.\n\nClient Communication Infrastructure\nManage the buildout and ongoing operations of centralized communication channels, including managed phone lines, shared inboxes, and digital engagement tools.\nDefine operating procedures, service-level standards, routing logic, and escalation paths.\nMonitor performance and continuously refine infrastructure to improve responsiveness and quality.\n\nCross-Functional Coordination & Stakeholder Engagement\nServe as the connective tissue across advisory, operations, compliance, and technology teams.\nAlign stakeholders on process requirements and implementation priorities.\nRemove bottlenecks and drive adoption of new workflows in a matrixed environment.\nInfluence without direct authority, building credibility and trust across all levels of the organization.\nPresent updates, recommendations, and insights clearly to senior leadership.\n\nTraining & Change Management\nDevelop and deliver structured training programs for internal stakeholders on new client and advisor experience processes.\nCreate playbooks, SOPs, job aids, and documentation to sustain adoption.\nReinforce omni-channel service protocols and behavioral standards.\nSupport change management efforts to embed consistent service delivery across all touchpoints.\n\nData, Analytics & Performance Management\nDefine and maintain a core set of experience-focused performance metrics, including:\nTurnaround times\nChannel utilization rates\nCompletion rates\nCall volume trends\nClient satisfaction indicators\nBuild reporting frameworks to monitor process health and service effectiveness.\nTranslate data into actionable insights and prioritized recommendations.\nProactively surface trends, risks, and improvement opportunities.\nPresent data-driven findings in a clear, decision-ready format for senior stakeholders.\n\nProject Management\nManage multiple concurrent workstreams with defined milestones, timelines, and accountability structures.\nApply structured project management methodologies to ensure execution rigor.\nEscalate risks, dependencies, and key decisions appropriately to the Senior Manager.\nMaintain clear documentation of progress, outcomes, and next steps.\n\nKey Requirements\nBachelor’s degree in a related field\nAt least 3 years of relatable experience\nDemonstrated experience designing or managing service delivery across digital and live channels\nStrong understanding of cohesive client journey design, service standards, and escalation frameworks\nStructured, data-driven thinker with the ability to translate metrics into actionable insights\nProficiency in Excel, Tableau, or comparable analytics tools preferred\nExceptional written and verbal communication skills\nAbility to build credibility quickly and influence cross-functional stakeholders without direct authority\nComfortable presenting insights and recommendations to senior audiences\n\nBenefits\nAn attractive total compensation package\nEmployer-sponsored health insurance (medical, dental, vision)\n401k + 5% match\n\nEarned is committed to offering equal employment opportunity in all employment practices and employment decisions are based on an individual’s job qualifications and abilities. Earned prohibits discrimination based on race, creed, color, religion, national origin, ancestry, sex, gender (including gender identity, gender expression and being transgender), sexual orientation, marital status, registered domestic partner status, citizenship status, age, military and veteran status, medical condition, genetic information, political affiliation, disability, medical condition, or any other basis protected by federal, state, or local law or ordinance or regulation. Earned also prohibits discrimination based on the perception that anyone has any of these characteristics or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful.","datePosted":"2026-07-21T11:24:25.275Z","dateModified":"2026-07-21T11:24:25.275Z","hiringOrganization":{"@type":"Organization","name":"Earned","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Remote","addressRegion":"OR","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"a1071847cdf8054cb1cdf981"},"url":"https://jobsearcher.com/jobs/a1071847cdf8054cb1cdf981"}}