Wealth Advisory: Client Experience Lead

Empower; Greenwood Village (CO); Híbrido; USD 33.000 - 76.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, vision and life

401(k) plan with generous company-m...

Tuition reimbursement

Business-casual environment

Paid time off and holidays

Volunteer time

Leave of absence programs

BRGs

Descripción de la vacante

Empower is seeking a Client Experience Specialist to support four advisory practices, delivering a differentiated client experience and maintaining strong relationships. You will liaise between Empower and clients to address requests and coordinate with advisory teams.

This role offers exposure to high-value clients, collaboration with experienced advisors, and opportunities for career development in wealth management while advancing client service excellence.

Formación

• 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.

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

Client service experience

Communication skills

Detail oriented

Proactive self-starter

Organization

Presentation skills

FINRA Series 65

Educación

Bachelor’s degree in Business or related discipline

Herramientas

Microsoft Word

Excel

Outlook

PowerPoint

Salesforce

NetX360

Descripción del empleo

Empower is seeking a Client Experience Specialist to support four advisory practices, delivering a differentiated client experience and maintaining strong relationships. You will liaise between Empower and clients to address requests and coordinate with advisory teams.

This role offers exposure to high-value clients, collaboration with experienced advisors, and opportunities for career development in wealth management while advancing client service excellence.