Wealth Client Experience Architect

Empower; United States; Hybrid; USD 33,000 - 76,000; Full time

Benefits offered by this job

Medical, dental, vision and life insur

401(k) with company match

Tuition reimbursement

Casual attire

Paid time off

Volunteer time off

Parental leave & disability benefits

BRGs

Job summary

Empower is seeking a Client Experience Specialist to support four advisory practices and partner closely with the advisory team to deliver a differentiated client experience. You will act as a liaison between Empower and clients, handling requests and maintaining strong relationships while supporting operational needs.

This role is ideal for those passionate about client experience and eager for exposure to high-value advisory clients, with opportunities for career growth in wealth management.

Qualifications

• Bachelor’s degree in Business or related field or equivalent experience.
• 2+ years in financial services or customer experience.
• Experience in client services roles.
• Excellent verbal and written communication; highly organized; proactive.

Responsibilities

• Provide a best-in-class client experience through proactive and reactive client engagements and campaign outreach.
• Collaborate with advisory team to grow and maintain long-term relationships with valued clients.
• Proactively identify financial planning opportunities and gather documentation for analysis.
• Prepare client and welcome call summaries for advisory team meetings.

Skills

Client services

Communication

Time management

FINRA Series 65

Financial planning

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 and partner closely with the advisory team to deliver a differentiated client experience. You will act as a liaison between Empower and clients, handling requests and maintaining strong relationships while supporting operational needs.

This role is ideal for those passionate about client experience and eager for exposure to high-value advisory clients, with opportunities for career growth in wealth management.