Remote Wealth Client Experience Specialist

Empower LLC; United States; A distancia; USD 55.000 - 76.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, vision and life ins.

401(k) with company match

Tuition reimbursement

Paid time off + holidays

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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

Conocimientos

Verbal communication

Written communication

Attention to detail

Time management

Organizational skills

Presentation skills

Proactive mindset

Educación

Bachelor’s degree or equivalent experience

Herramientas

Microsoft Word

Excel

Outlook

PowerPoint

Salesforce

NetX360

Descripción del empleo

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.