Client Experience Representative

About the Company

We're hiring a Client Experience Representative on behalf of our client — a growing financial advisory firm serving retirement-focused clients in the Northern Virginia market.

About the Role

This is a high-priority hire for a firm that's built its model around advisor efficiency and exceptional client care. As the Client Experience Representative, you'll serve as the operational backbone of the advisor team — managing the client journey from prospect confirmation through ongoing service, and showing up in-person to help run the retirement workshops and dinner seminars that drive the firm's growth. You're remote, but rooted: Fairfax County presence is essential, and your local familiarity matters.

Responsibilities

• Attend retirement workshops and dinner seminars; ma...

Ready to Apply?

Submit your application today and join our talented team at The Well.