Career Opportunities

Client Experience Specialist

Client Experience Specialist Job Description: The Client Experience Specialist is responsible for delivering a world-class, welcoming experience for every client, prospect, and guest who interacts with Merkle Retirement Planning. This role ensures in-office visits, events, and client communications are handled with professionalism, warmth, and precision. This position is ideal for someone who thrives in a service-oriented environment, enjoys organization and multitasking, and takes pride in creating