Client Experience Associate

A company is looking for a Client Experience Associate, Advisor Growth.

Key Responsibilities

Serve as the first point of contact for inbound leads via multiple communication channels

Qualify potential clients to determine fit before scheduling meetings with advisors

Make daily outreach calls to prospects and manage the pipeline effectively

Required Qualifications

2+ years of sales experience, preferably in financial services

Self-motivated and comfortable working independently

CRM experience required (HubSpot experience is a plus)

Detail-oriented with excellent organizational and time management skills

Comfortable in fast-paced, high-growth startup environments