Wealth Management Client Experience Pro

Visa Hunt; United States; Hybrid; USD 55,000 - 76,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) with company match

Tuition reimbursement

Paid time off + holidays

Volunteer time

BRGs and inclusive culture

Job summary

Visa Hunt in the United States is seeking a Client Experience Specialist within Empower's Wealth Management segment to support Premier IRA/Brokerage clients with $250k–$1M in AUM. You will work closely with advisory teams to deliver a differentiated client experience and maintain strong client relationships.

The role focuses on proactive outreach, documentation, and opportunities to enhance wallet share while ensuring timely, accurate service and high‑quality client interactions.

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 services

Verbal and written communication

Time management

Proactive self-starter

FINRA registrations

Education

Bachelor’s degree in Business or related discipline

Tools

Salesforce

NetX360

Microsoft Word

Excel

PowerPoint

Job description

Visa Hunt in the United States is seeking a Client Experience Specialist within Empower's Wealth Management segment to support Premier IRA/Brokerage clients with $250k–$1M in AUM. You will work closely with advisory teams to deliver a differentiated client experience and maintain strong client relationships.

The role focuses on proactive outreach, documentation, and opportunities to enhance wallet share while ensuring timely, accurate service and high‑quality client interactions.