Client Experience Specialist / FMG

🔥 0 minutes ago

🏈 Alabama, Arizona, +23 more states – Remote

🏈 Alabama – Remote 🌵 Arizona – Remote 🐊 Florida – Remote 🥔 Idaho – Remote 🌽 Illinois – Remote 🌾 Iowa – Remote 🌪️ Kansas – Remote 🐎 Kentucky – Remote 🦞 Maine – Remote 🎰 Nevada – Remote 🗻 New Hampshire – Remote 🌶️ New Mexico – Remote 🌲 North Carolina – Remote 🏈 Ohio – Remote 🚗 Michigan – Remote ❄️ Minnesota – Remote 🏰 Missouri – Remote 🔔 Pennsylvania – Remote 🌴 South Carolina – Remote 🗿 South Dakota – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote ⛷️ Utah – Remote ⚔️ Virginia – Remote 🧀 Wisconsin – Remote

💵 $40k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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FMG

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2011

🛡️ Insurance

💼 Consulting

📦 Logistics

💰 Series A on 2016-08

Insurance • Consulting • Logistics

FMG is a comprehensive marketing platform tailored specifically for financial advisors and related financial services industries, including broker-dealers, wealth management firms, and insurance agents. The company offers a suite of digital marketing tools designed to help build brands, engage with clients, and grow businesses through an all-in-one solution. FMG provides website tools, content marketing automation, social media management, and client communication solutions, focusing on making financial advisory marketing more accessible and effective. Known for its high customer satisfaction, FMG supports advisors in showcasing their expertise and improving client interaction with modern marketing strategies.

📋 Description

• Communicate with clients via phone, live chat, email, and web meetings • Address client inquiries, issues, and feedback and follow up through resolution • Understand client goals and needs to deliver a seamless experience • Set clear expectations for timelines and next steps • Perform inbound product and website change requests, including complex configurations • Coordinate with internal teams to complete involved client requests accurately and on time • Collaborate across departments to create a consistent client experience • Participate in team meetings and share ideas and client feedback • Use Google Workspace, Slack, and support platforms efficiently • Contribute observations and client feedback to continuous process improvement • Apply AI tools to draft, research, and improve work processes • Report to a Client Experience Team Lead for day-to-day guidance and support

🎯 Requirements

• Experience in a client-facing role, such as account management, project coordination, or client support • Familiarity with CRM and productivity tools; ability to learn new systems quickly • Comfortable working independently in a fully remote environment with strong async communication habits • Access to a private and secure workspace free from distractions • Availability during the assigned work schedule • Internet connection with speeds of 5 Megabits down / 3 Megabits up (5mbps/3mbps) • Exceptional written and verbal communication • Detail-oriented and organized; able to manage multiple client needs simultaneously • Proactive problem-solving ability • Strong follow-up and follow-through • Collaborative working style • Ability to handle questions and unexpected situations • Proficient in Google Workspace, Slack, and technology tools generally

🏖️ Benefits

• Generous paid holiday schedule, including a full week off for the Winter Holiday Shutdown • Paid time off covering vacation, sick days, parental leave, and bereavement leave • Medical insurance with $0 co-pay • Telehealth plan • Dental insurance • Vision insurance • Health Savings Account (HSA) with generous employer contributions • Flexible Spending Accounts (FSA) • Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D) coverage • Company-paid Short & Long Term Disability coverage • Company-paid Employee Assistance Program (EAP) • Matching 401(k) with immediate full vesting • On Demand Pay with same-day deposit • Internet reimbursement • Gym reimbursement • Work computer equipment provided • In-person and virtual employee events • FMG swag