Remote Wealth Client Experience Specialist

Empower; United States; On-site; USD 36,000 - 76,000; Full time

Benefits offered by this job

Medical, dental, vision and life保险

Retirement savings - 401(k) with match

Tuition reimbursement

Paid time off

Volunteer time

BRGs and inclusive programs

Job summary

Empower is seeking a Client Experience Specialist to support four advisory practices within our Wealth Management segment, serving Premier IRA/Brokerage clients with $250k-$1M in AUM. You will liaise between Empower and clients, deliver exceptional service, and help maintain strong relationships while handling client requests and operational needs.

You will collaborate with an experienced advisory team, identify opportunities for wallet growth, and ensure timely, accurate execution of requests.

Qualifications

• 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 7, 63 and 65 (or 66) registrations required.

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.
• Facilitate client appreciation efforts.

Skills

Communication

Time management

Detail oriented

Proactive

Organizational skills

Presentation skills

Client service

Education

Bachelor’s degree in Business or related discipline

Tools

Microsoft Word

Excel

Outlook

PowerPoint

Salesforce

NetX360

Job description

Empower is seeking a Client Experience Specialist to support four advisory practices within our Wealth Management segment, serving Premier IRA/Brokerage clients with $250k-$1M in AUM. You will liaise between Empower and clients, deliver exceptional service, and help maintain strong relationships while handling client requests and operational needs.

You will collaborate with an experienced advisory team, identify opportunities for wallet growth, and ensure timely, accurate execution of requests.