Client Experience Specialist – Financial Services
Listed on 2025-10-31
-
Finance & Banking
15 hours ago Be among the first 25 applicants
Get AI-powered advice on this job and more exclusive features.
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.
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:Be the primary point of contact for a group of financial advisor firms.
Provide outstanding service by answering 35–40 calls and 10 emails daily related to account maintenance, cost basis, transfers, and retirement plans.
Build strong relationships and deliver efficient resolutions through training and proactive support.
Navigate advisor platforms and systems (training provided).
Work collaboratively with internal departments and custodians.
Track all client interactions through Salesforce.
What You Bring:2+ years of experience in financial services, banking, or client operations.
Strong communication, active listening, and a passion for helping others.
Comfort with systems and technology; training provided.
High School diploma or GED required;
Bachelor’s degree preferred.Series 7 preferred (or willingness to obtain – bonus structure available).
Retirement planning knowledge is a plus.
Additional Details:This is a full-time, in-office role in Austin, TX.
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
- Seniority level
Entry level
- Employment type
Full-time
- Job function Other
- Industries Staffing and Recruiting
Referrals increase your chances of interviewing at MOHR Talent by 2x
Get notified about new Client Services Representative jobs in Austin, TX.
Austin, TX $52,000.00-$60,000.00 1 week ago
Customer Experience & Operations Specialist0103 - Austin-Downtown TX - Sr Operations Specialist
Austin, TX $35,000.00-$40,000.00 1 week ago
License and Permit Specialist II #0306-25Austin, Texas Metropolitan Area 3 months ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).