Client Experience Specialist - Personal Strategy

Empower LLC; United States; Remote; USD 55,000 - 76,000; Full time

Benefits offered by this job

Medical, dental, vision and life ins.

401(k) with company match

Tuition reimbursement

Paid time off + holidays

Job summary

Empower LLC is seeking a Client Experience Specialist to directly support four advisory practices from a remote nationwide setting. You will deliver a best-in-class client experience, collaborating with the advisory team to maintain strong client relationships and respond to requests efficiently.

In this full-time role, you will identify financial planning opportunities, prepare client documentation, and coordinate with teams to improve service delivery.

Qualifications

• Bachelor’s degree in Business or related discipline or equivalent experience.
• 2+ years related work experience in financial services or customer experience.
• FINRA Series 65 registration required within established timelines.
• Excellent verbal and written communication; detail oriented; able to manage many time-sensitive tasks simultaneously.

Responsibilities

• Provide a best-in-class client experience through proactive and reactive client engagements, campaign outreach, and streamlining client request processing.
• Collaborate with an experienced advisory team to grow and maintain strong long-term relationships with highly valued clients.
• Proactively identify financial planning opportunities, gather necessary documentation for analysis, and coordinate delivery calls with the advisory team.
• Prepare key client and welcome call summary documentation for advisory team meetings and introductions.
• Partner with advisory and specialist teams to identify share of wallet increase opportunities and coordinate with the appropriate party.
• Provide quality assurance of service requests to ensure timely and accurate execution.
• Coordinate between the client, advisory team, and trading to gather cost basis, submit for implementation analysis, and initiate portfolio implementation and custom requests.
• Facilitate client appreciation efforts

Skills

Verbal communication

Written communication

Attention to detail

Time management

Organizational skills

Presentation skills

Proactive mindset

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Word

Excel

Outlook

PowerPoint

Salesforce

NetX360

Job description

## Client Experience Specialist - Personal StrategyApply: Remote - Nationwide: Nationwide Remote: Full time: Posted Today: End Date: October 24, 2026 (8 days left to apply): R.0062971Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.The Client Experience Specialist is responsible for directly supporting four advisory practices, in close collaboration with advisory team members to deliver a meaningfully differentiated client experience. You will act as a liaison between Empower and clients to deliver exceptional service and maintain strong client relationships while acting on clients’ requests and operational needs. This role is ideal for individuals who are passionate about the client experience and interested in having direct exposure to our highest value advisory clients, working with the team that supports their experience, and is interested in gaining the expertise to pursue additional career development opportunities in wealth management. **What you will do*** Provide a best-in-class client experience through proactive and reactive client engagements, campaign outreach, and streamlining client request processing* Collaborate with an experienced advisory team to grow and maintain strong long-term relationships with highly valued clients* Proactively identify financial planning opportunities, gather necessary documentation for analysis, and coordinate delivery calls with the advisory team* Prepare key client and welcome call summary documentation for advisory team meetings and introductions* Partner with advisory and specialist teams to identify share of wallet increase opportunities and coordinate with the appropriate party* Provide quality assurance of service requests to ensure timely and accurate execution* Coordinate between the client, advisory team, and trading to gather cost basis, submit for implementation analysis, and initiate portfolio implementation and custom requests* Facilitate client appreciation efforts **What you will bring*** Bachelor’s degree in Business or related discipline or equivalent experience* 2+ years related work experience in financial services or customer experience* Experience working in client services roles* Excellent verbal and written communication skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong organizational skills and presentation skills* FINRA Series 65 registration required within established timelines **What will set you apart*** Experience in brokerage trading and trade approval* Motivated self-starter with track record of service excellence* Strong interpersonal skills, team-oriented, and collaborative* Desire to attain, or have already attained preferred qualifications (e.g. CFP, CRPC)* Proficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other systems* Always composed, professional, and skilled at establishing trust and building long-term client relationships.* Proven ability to navigate multiple client needs and arrive quickly at best outcomes \\*\\*\\*Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.\\*\\*\\***What we offer you**We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.* Medical, dental, vision and life insurance* Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup* Tuition reimbursement up to $5,250/year* Business-casual environment that includes the option to wear jeans* Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year* Paid volunteer time — 16 hours per calendar year* Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)* Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.**Base Salary Range**$55,300.00 - $76,075.00The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.