Wealth Client Experience Specialist — Remote

Remote Jobs; United States; Hybrid; USD 36,000 - 76,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) with match

Tuition reimbursement

Casual dress code

Paid time off

Volunteer time

Parental leave

Disability leave

BRGs

Job summary

Remote Jobs in the United States is seeking a Client Experience Specialist in our Wealth Management division, supporting four advisory practices and delivering a differentiated client experience. You will act as a liaison between Empower and clients to respond to requests, coordinate with advisory teams, and ensure timely, accurate processing while maintaining strong relationships.

This role requires a Bachelor's degree, 2+ years in financial services or client services, and FINRA registrations;

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

Client service

Communication

Financial services

FINRA registrations

Education

Bachelor's degree in Business or related discipline

Tools

Microsoft Word

Excel

Outlook

PowerPoint

Salesforce

NetX360

Job description

Remote Jobs in the United States is seeking a Client Experience Specialist in our Wealth Management division, supporting four advisory practices and delivering a differentiated client experience. You will act as a liaison between Empower and clients to respond to requests, coordinate with advisory teams, and ensure timely, accurate processing while maintaining strong relationships.

This role requires a Bachelor's degree, 2+ years in financial services or client services, and FINRA registrations;