Client Experience Associate - Darwin Wealth Management

Job Description

Darwin Wealth Management is seeking a Client Experience Associate to deliver a flawless wealth management experience for advisors and clients. This role involves executing financial operations, supporting advisors, and acting as a liaison with custodians. The Client Experience Associate will work closely with product and engineering teams to improve operations and client service.

• Acting as the key relationship manager for advisors and clients
• Supporting advisors by performing and managing daily tasks
• Helping advisors execute operational follow-up action items
• Acting as a liaison with custodians to process and confirm requests
• Identifying and escalating issues to the product team
• Establishing and maintaining positive relationships with advisors, custodians, and vendors

Ideal candidates should possess:

• A bachelor's degree with 2+ years of similar work experience
• A strong interest in client service, relationship management, and operational support
• Team player with a positive attitude and a strong work ethic
• Highly organized with exceptional attention to detail and strong communication skills
• Comfortable working in a fast-paced environment and ability to handle multiple competing tasks

Darwin Wealth Management offers:

• A collaborative team environment
• Access to a robust technology platform
• Operational support
• Professional development opportunities