MOHR Talent
Client Experience Specialist – Financial Services
Client Experience Specialist – Financial Services
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 hr@themohrgrp.com
Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
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 Specialist
0103 - Austin-Downtown TX - Sr Operations Specialist
Austin, TX $35,000.00-$40,000.00 1 week ago License and Permit Specialist II #0306-25
Austin, 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
Client Experience Specialist – Financial Services
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 hr@themohrgrp.com
Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
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 Specialist
0103 - Austin-Downtown TX - Sr Operations Specialist
Austin, TX $35,000.00-$40,000.00 1 week ago License and Permit Specialist II #0306-25
Austin, 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