Client Experience Manager
Retiresmart
About this role
Retire SMART, an independent financial advisory firm, is looking for a Client Experience Manager to lead their client service team, ensure high-quality personalized support for clients, and improve operational efficiency. The role involves team leadership, client relationship management, process refinement, and strategic communication to enhance overall client satisfaction.
Skills
Qualifications
About Retiresmart
retiresmartnow.comRetire SMART is a financial advisory firm specializing in retirement planning and personalized guidance to help individuals build a secure, fulfilling retirement. They offer thoughtful, client-centered financial planning, tailored retirement strategies, and educational resources designed to increase financial confidence. Retire SMART helps clients make informed decisions about savings, retirement income, and long-term goals so they can approach retirement with clarity and peace of mind.
About Retiresmart
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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Salary
$50k – $70k
per year