Wealth Client Experience Specialist

Empower Retirement; Greenwood Village (CO); Hybrid; USD 55,000 - 76,000; Full time

Benefits offered by this job

Medical insurance

Dental vision life

401(k) match

Tuition reimbursement

Paid time off

Volunteer time off

BRGs

Job summary

Empower Retirement in Colorado is seeking a Client Experience Specialist to directly support four advisory practices, delivering a differentiated client experience, and maintaining strong relationships with high-value clients.

You will engage with advisory teams, gather documentation, identify planning opportunities, and help with cost basis, trade coordination, and portfolio implementation while upholding service excellence and compliance requirements.

Qualifications

• Bachelor's degree in Business or related discipline
• 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

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

Education

Bachelor's degree in Business or related discipline

Tools

Microsoft Word

Excel

Outlook

PowerPoint

Salesforce

NetX360

Job description

Empower Retirement in Colorado is seeking a Client Experience Specialist to directly support four advisory practices, delivering a differentiated client experience, and maintaining strong relationships with high-value clients.

You will engage with advisory teams, gather documentation, identify planning opportunities, and help with cost basis, trade coordination, and portfolio implementation while upholding service excellence and compliance requirements.