Client Experience Manager

Retire SMART Holdings, Inc. • Omaha, NE

79d

About The Position

Join our Dynamic Team as Client Experience Manager! Are you passionate about delivering an outstanding client experience and leading a team in a collaborative, fast-paced environment? Do you excel at building and maintaining strong client relationships, mentoring others, and streamlining service operations? If so, we would love to connect with you! Our growing independent Insurance and Financial services firm is seeking a dedicated Client Experience Manager to oversee our client service team and ensure our clients receive the highest level of personalized support and care. This is a key leadership role with direct impact on both client satisfaction and operational excellence.

Requirements

• Bachelor's degree or 5yr related prior management experience highly preferred
• Proven success leading a fast-paced client service team with measurable results
• Excellent analytical and problem-solving skills with a proactive mindset
• Exceptional written and verbal communication skills with attention to detail
• Strong interpersonal skills with the ability to inspire confidence and trust
• Ability to prioritize competing demands and drive projects to completion
• Proficient with Microsoft office suite

Nice To Haves

• Active Life, Health, and Annuities License
• Experience with Wealthbox CRM, Orion, Wealthscape, or AI-driven client tools
• Experience at an RIA or Wealth Management Firm

Responsibilities

• Lead and manage the Client Service Team, fostering accountability, collaboration, and growth
• Serve as the direct communication link between the Client Service Team and the Executive Team
• Take ownership of all client escalations, ensuring timely, thoughtful, and effective resolution
• Build and maintain strong client and vendor relationships that align with the firm’s mission and strategy
• Implement, refine, and scale processes within our CRM to create efficiency and consistency
• Continuously look for ways to elevate the overall client experience
• Develop and enhance onboarding systems that ensure smooth, professional client transitions
• Design and implement training programs to onboard and upskill team members
• Provide progress updates to the Executive Team on key initiatives, milestones, and completion timelines
• Assist with hiring process
• Establish & monitor performance metrics
• Provides timely & constructive performance feedback to support employee development
• Oversee corrective action in a fair and consistent manner in line with company policy

Benefits

• Comprehensive medical, dental, vision, and 401(k) plans (with matching options)
• Generous PTO Package: Enjoy a balanced work-life schedule
• Continuous Development Opportunities: Grow both personally and professionally with ongoing training and development
• Charitable Giving Participation: Be a part of our commitment to making a difference in the community
• Team-Centric Environment: Join a collaborative team dedicated to our core motto: 'Do the right thing, for the right reason, at the right time.'

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: Bachelor's degree