Member Experience Specialist

At the company, we are revolutionizing financial planning by putting our members at the heart of everything we do. We are seeking a  Member Experience Specialist  who thrives on direct interaction—someone who can turn a complex financial process into a seamless, supportive conversation.

In this role, you are the primary voice and face of the company. You will spend your day engaging deeply with members via  phone, email, and Zoom , acting as a dedicated guide through the technical hurdles of investment rollovers and account transfers. You won’t just be answering questions; you’ll be building trust, providing "white-glove" technical walkthroughs, and ensuring every member feels confident and supported as they act on their financial plan.

Your Day-To-Day Responsibilities

• High-Touch Member Support:  Serve as the frontline expert for members, providing high-energy, professional, and empathetic support across  phone, email, and live video (Zoom) .

• Virtual Guided Onboarding:  Lead members through screen-share sessions to troubleshoot app issues and facilitate complex investment transfers (ACATs/Rollovers) in real-time.

• Active Pipeline Management:  Maintain a rigorous follow-up cadence, proactively calling and emailing members with status updates on their money movements to ensure they are never left wondering.

• Communication Excellence:  Manage a high volume of member inquiries with a focus on responsiveness, clarity, and "closing the loop" on every ticket.

• Calendar & Meeting Mastery:  Strategically manage your schedule to maximize availability for member calls, ensuring a frictionless booking experience for those who need your help.

• Feedback Loop:  Act as the "Voice of the Member" by documenting common pain points discovered during live interactions and collaborating with Product teams to solve them.

• Service Recovery:  Proactively reach out via phone to members who have reported less-than-ideal experiences (low CSAT/NPS) to listen, learn, and resolve their concerns.

Requirements

• Communication Pro:  2–3 years of experience in a  high-volume, client-facing support role  within financial services (Phone/Zoom/Email).

• Industry:  2+ years of experience working in a Registered Investment Advisor, Broker/Dealer, or Wirehouse

• Relationship Builder:  A natural ability to build rapport quickly over the phone and put members at ease during complex technical processes.

• Tech-Savvy Facilitator:  Comfortable using screen-sharing tools and help desk software (Salesforce Service Cloud) to diagnose issues and guide members through digital workflows.

• Empathetic Problem Solver:  Patient, resilient, and driven by a "member-first" mindset.

• Clarity in Action:  Exceptional verbal and written English skills, with the ability to explain complex brokerage terminology in simple, actionable terms.

• Accountability:  A self-starter who takes ownership of their member queue and thrives in a fast-paced, remote startup environment.

Preferred Skills & Experience

• Transfer Expertise:  Specific experience facilitating investment rollovers, ACH, and ACAT transfers.

• Help Desk Veteran:  Mastery of messaging inboxes, ticketing platforms, and multi-channel support workflows.

• Virtual Presence:  Experience conducting professional "face-to-face" support via Zoom or other video conferencing tools.

• Organizational Mastery:  Exceptional time management skills with the ability to balance live calls with administrative follow-ups.

Benefits

• $60,000-$75,000 base salary + bonus

• Equity

• Flexible PTO

• All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by the company), life insurance options and paid parental leave

• Certification reimbursement program

• Work from anywhere in the US

The company is an independent Registered Investment Adviser (RIA) and is not a FINRA-member broker-dealer. We do not hold, sponsor, or maintain FINRA licenses (e.g., Series 7, 63, 65). Our Investment Adviser Representatives (IARs) hold professional credentials, including the CFP® designation.

*the company was ranked #1 Best Financial Advisory Firm 2025 by USA TODAY in April 2025 who partnered with Statista to rank the top 500 RIAs. Recommendations were collected via an independent survey among over 30,000 individuals. self-recommendations were prohibited, and no compensation was provided for the ranking. The company has been Accredited with the Better Business Bureau® since June 2025, and as of February 2026 holds an A+ BBB Rating. This Accreditation does not imply BBB approval or endorsement. Plant-A Insights Group and Newsweek partnered to identify America's Top Financial Advisory Firms 2025. This analysis was performed with data as of September 2024 and reviewed over 15,000 financial advisories registered with the SEC. These rankings prepared by Plant-A reflect editorial content and no compensation was provided by the company in connection with America's Top Financial Advisory Firms 2025. As of February 25, 2026; the company has a 4.8 star rating with TrustPilot.com. TrustPilot uses a formula for calculation that considers three factors: time span, frequency, and Bayesian average. After the calculation, a TrustScore is then visualized into a star rating from 1 to 5 stars, including half stars. The company’s star rating is calculated from reviews from January of 2022 to present day. Daily star rating may fluctuate. Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews and the company has not made any payments in offer or receipt of any reviews.