Hiring: Client and Advisor Experience Associate Company: Earned Location: New York, NY Job Posted Time: 2026-09-10 12:54:49 Target Skills & Keywords : Change Management, Microsoft Excel, Project Management About the job Experience: •2-3 years of relatable experience •3 years of relatable experience Required Skills: •Process Design & Centralization •Own the end-to-end design and implementation of centralized client-facing processes. •Lead engagement letter distribution workflows, template standardization, and documentation governance. •Coordinate across advisory, operations, compliance, and technology teams to ensure consistent execution. •Identify inefficiencies, eliminate redundancies, and implement scalable workflow solutions. •Design and operationalize seamless omni-channel client experience spanning: Digital properties (client portals, email communications, mobile touchpoints) •Live channels (managed phone lines, in-person interactions) •Establish consistent service standards, messaging frameworks, and escalation protocols across all channels. Qualifications: •Direct message the job poster from Earned •Senior Recruiter @ Earned I SHRM-SCP I CWSHRM Workforce Readiness/College Relations Director •The Client & Advisor Experience Associate is responsible for designing, centralizing, and optimizing the end-to-end client and advisor experience. This role sits at the intersection of service design, operations, technology, and advisory teams, ensuring a seamless, consistent, and scalable omni-channel experience across every client touchpoint. •The Associate will bring a structured, data-driven mindset to process design, communication infrastructure, and performance management — serving as a key driver of cross-functional alignment and operational excellence. •Bachelor’s degree in a related field •Financial services, consulting, or healthcare background preferred •Demonstrated experience designing or managing service delivery across digital and live channels •In-depth knowledge of cohesive client journey design, service standards, and escalation frameworks •Structured, data-driven thinker with the ability to translate metrics into actionable insights •Proficiency in Excel, Tableau, or comparable analytics tools preferred Compensation: •$120,000 - $150,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!