Client Experience Specialist/FMG

Location Guidelines: United States · Workplace: 🌐 Remote

We help Financial Professionals build and grow their business in a variety of different ways. With over 40,000 clients benefiting from our innovative solutions, we are dedicated to transforming their marketing efforts into growth engines. FMG is the leading all-in-one digital marketing platform empowering financial advisors, insurance agents, and enterprises with scalable and compliant marketing solutions designed to drive organic growth.

Consistently ranked #1 in market share and customer satisfaction in the T3 Software Survey Report, FMG helps clients stay ahead of evolving trends and effectively implement marketing best practices. Through an intuitive, centralized platform, FMG enables users to efficiently manage websites, email, texting, social media, events, blogs, videos, and more—all in one place.

At FMG, we have crafted an extraordinary work environment that perfectly balances hard work with an incredible team spirit. Since our inception over a decade ago, we've grown into a thriving community of 450+ dedicated employees spread across the globe. Our fast-paced, results-driven culture is matched by our commitment to maintaining a healthy work/life balance, ensuring that our team members feel fulfilled both personally and professionally.

Collaboration and open, thoughtful communication are at the heart of what we do. Our mission is to invest in motivated, successful individuals, supporting them as they excel both inside and outside of the workplace.

We're building a winning team of A+ players, and we invite you to be a part of this amazing journey. At FMG, you'll find an environment that champions growth, celebrates achievements, and fosters a sense of belonging. Join us, and let's create something extraordinary together!

At FMG, we’re serious about being an awesome place to work! We’ve earned the USA Top Workplace award four years running now, and we’re always looking for ways to keep things great—like regularly checking in on our benefits and pay to make sure you’re getting a truly competitive package.

The Client Experience Specialist is the front face of FMG. This is the person clients turn to when they need help, guidance, or a problem solved, and the quality of work done here directly shapes how clients feel about FMG every single day.

Client Experience Specialists communicate with clients across phone, live chat, and email, handling everything from simple website change requests to more complex product questions. They are expected to address client needs with both speed and care, setting clear expectations, following through on every commitment, and ensuring nothing falls through the cracks. Each specialist works within a single vertical, either our wealth management or Protection and Benefits audience, developing deep familiarity with that client base and what success looks like for them.

This is a fully remote, individual contributor role reporting to a Client Experience Team Lead for day-to-day guidance and support. It requires someone who is genuinely service-minded, organized under pressure, and able to work independently without sacrificing the collaborative habits that make the team stronger.

The best Client Experience Specialists at FMG are not just reactive responders. They are advocates who take ownership, communicate proactively, and treat every client interaction as a reflection of the company.

What You'll Own

Client Advocacy & Communication

Request Coordination & Execution

Team Contribution

AI - First Expectation

We are looking for people who already use AI in their daily lives and are excited about what it can do. Whether that is drafting faster, researching smarter, or just finding a better way to get something done, that instinct translates directly to this role. At work, AI tools will be a regular part of your day, with clear guidance from leadership on how and where to apply them.

Beyond the day-to-day, we want people who stay curious. If you spot a way AI could make something faster, easier, or better for clients, say so. That kind of thinking is exactly what FMG is building toward, and the people closest to the work are often the first to see where the opportunities are.

You are a natural communicator who takes ownership, stays organized under pressure, and genuinely enjoys helping people. You do not wait to be told what to do next. You already know.

At FMG, we believe in the wholehearted acceptance of each other regardless of our differences. We strive to foster an environment that allows everyone to contribute to our mission in their unique ways. With the belief that diversity propels innovation, we are continually finding ways to cultivate a commitment to inclusion in our employees, services, and products, as well as in the communities in which we live and work.

We are proud to be an equal opportunity employer committed to providing employment opportunities regardless of sex, race, creed, color, gender, religion, marital status, domestic partner status, age, national origin or ancestry, physical or mental disability, medical condition, sexual orientation, pregnancy, military or veteran status, and genetic information. If you require accommodation to complete the application or interview process, please contact .

You can find out more about what it’s like to work at FMG, by visiting

Originally posted on Himalayas

How to Apply: Click "Apply for this Job" to be redirected directly to FMG's official application form.