JOB SUMMARY & MISSIONThe Client Experience Specialist supports the delivery and execution of the firm’s client experience strategy and service operations. This role manages client service workflows, coordinates advisor schedules, responds to inbound client requests, supports digital and client-facing processes, and maintains accurate CRM records. Responsibilities also include assisting with client experience-focused projects. The Client Experience Specialist partners across operational functions to build broad process knowledge and contribute to business growth while ensuring a consistent, high-quality client experience. ABOUT K STREET FINANCIALFounded in NW Washington DC, K Street Financial is a boutique wealth management practice that focuses on creating flexible and robust financial strategies for our clients' long-term success. Our mission is to empower the families and businesses we serve with Clarity, Confidence and Security through expert financial planning guidance built on enduring relationships and unparalleled service. At K Street Financial, our Core Values are humility, joy, collaboration, education, growth, and service. We recognize the importance of ongoing learning, celebrating successes, and continuously expanding our expertise to best serve our clients. ESSENTIAL ROLES & OUTCOMESClient Outreach and Scheduling Client Service ManagementCRM Database Management Client Website Expert to include client onboarding and troubleshooting as needed Process expert for CRM Updates/Changes Insurance & Investment Service/Onboarding aAd Hoc Project work based on needs of the Client Experience DepartmentQUALIFICATIONSBachelor’s degree in Finance, Accounting, Business Administration, or related field. Prior experience with Northwestern Mutual or a similar financial services organization strongly preferred. Holds Life, Health, Annuities & Long-Term Care Insurance Licenses. Proficient in working at a computer, handling client communications via phone and email. Ability to attend occasional offsite client meetings, as needed. Strong communication and interpersonal skills. Ability to thrive in a fast-paced, dynamic environment. Comfortable executing multiple tasks and priorities with high urgency.
BENEFITS & COMPENSATION: Full-Time Employment
Team is 4 Days in/1 Day Remote (after 90 days of employment)
Base Salary: $60K-$65KBonus: ~5% Annually
Benefits:
Medical/Dental/Vision; 401(k); Group Life/Disability; FSA/DCFSAPTO: 15 daysGROWTH PATHSuccess in this role opens the door to more advanced client opportunties. Strong performance may also lead to increased responsibility for managing client relationships and system improvement related projects. The team also supports opportunities to improve professional competencies with structured support for licensing and advances designations.
COMPETENCIESIntegrity: does not cut corners ethically. Earns trust and maintains confidence.
Organization & Planning: plans, organizes, schedules in an efficient/productive manner.
Aggressiveness: moves quickly and takes a strong stand without being abrasive.
Follow Through: lives up to verbal and written agreements regardless of personal cost.
Intelligence: Learns quickly, demonstrates ability to quickly and proficiently understand and absorb new information.
Collaborative: comfortable working with others to achieve a common goal.
Ability to Develop People: coach/mentor staff to help them grow within their roles.
Flexibility: adjusts quickly to changing priorities and conditions.
Work Ethic: strong willingness to work hard and sometimes long hours to get job done right.
High Standards: expects personal and team performance to be nothing short of the best, Listening Skills: lets others speak and seeks to understand their viewpoints.
Openness to ideas/criticism: solicits feedback and reacts calmly to negative feedback.
Communication: speaks and writes clearly and articulately without being verbose.
Persistence: demonstrates tenacity and willingness to go distance to get something done.
Proactivity: acts without being told what to do. Brings new ideas to the company.
