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Client Experience Representative

Company

The Well

Location

tysons corner, United-States

Type

Full-time

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...

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