Wealth Security Specialist - Remote

Overview

Are you passionate about creating exceptional customer experiences and shaping every stage of the client journey? We are seeking a proactive, experience-driven Wealth Security Specialist to join our high-performing insurance and financial services team. In this role, you’ll lead initiatives to optimize the end-to-end customer experience, ensuring every interaction is seamless, personalized, and impactful.

In Short

• Map, analyze, and enhance the entire customer journey from first touchpoint to long-term engagement.
• Identify friction points and implement strategies that improve satisfaction, retention, and loyalty.
• Collaborate with cross-functional teams to ensure a consistent, client-centric approach across all channels.
• Leverage data and customer feedback to inform decisions and create continuous improvement plans.
• Develop and manage customer experience frameworks, KPIs, and journey-based performance metrics.
• Champion the voice of the customer, turning insights into actionable strategies that elevate service delivery.

Requirements

• Strong understanding of customer journey mapping and experience design.
• Excellent communication and stakeholder collaboration skills.
• Data-driven, with the ability to translate insights into strategy.
• Strategic thinker with a customer-first mindset.
• Highly organized, proactive, and adaptable.
• Experience in customer experience, client engagement, service strategy, or insurance/financial services is a plus.

Benefits

• Flexible Work Options – Remote, hybrid, or in-office available.
• Career Advancement – Grow into leadership, strategy, or CX program management roles.
• Competitive Compensation – Base pay plus bonuses and performance incentives.
• World-Class Training & Mentorship – Support to sharpen your skills and drive success.
• Recognition & Rewards – Get acknowledged for making a real difference in the customer experience.
• Health Insurance Available – For qualified team members.