Wealth Client Experience Specialist

Empower LLC; United States; Hybrid; USD 55,000 - 76,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) with company match

Tuition reimbursement

Casual dress code

Paid time off

Job summary

Empower LLC seeks a Client Experience Specialist to support four advisory practices and collaborate with teams to deliver an exceptional client experience. You will act as liaison between Empower and clients, handle requests, gather documentation, and coordinate with advisory and trading teams for timely execution.

This role focuses on proactive service, exposure to high-value clients, and growth opportunities within wealth management in a collaborative, inclusive environment.

Qualifications

• Bachelor’s degree in Business or related discipline (or equivalent experience).
• 2+ years in financial services or customer experience.
• Experience in client services roles and strong communication skills.

Responsibilities

• Provide best-in-class client experience through proactive engagements and streamlined processing.
• Collaborate with advisory team to grow and maintain long-term client relationships.
• Coordinate with advisory and trading teams for cost basis data and portfolio implementation.
• Prepare client summaries and introductory materials for advisory meetings.
• Identify opportunities to increase share of wallet with the appropriate teams.
• Ensure timely and accurate execution of service requests.

Skills

Client services

Verbal communication

Written communication

Time management

Presentations

Education

Bachelor’s degree in Business or related

Tools

Microsoft Word

Excel

Outlook

PowerPoint

Salesforce

NetX360

Job description

Empower LLC seeks a Client Experience Specialist to support four advisory practices and collaborate with teams to deliver an exceptional client experience. You will act as liaison between Empower and clients, handle requests, gather documentation, and coordinate with advisory and trading teams for timely execution.

This role focuses on proactive service, exposure to high-value clients, and growth opportunities within wealth management in a collaborative, inclusive environment.