Client Experience Specialist – Investments

This is a fully remote position, open to applicants in United States.

📋 Description

• Deliver an exceptional client experience through both proactive and reactive engagement, campaign outreach, and efficient client request handling.

• Work alongside a skilled advisory team to foster and sustain long-term relationships with valued clients.

• Recognize financial planning opportunities, collect documentation for analysis, and coordinate delivery calls with the advisory team.

• Draft summary documentation for client and welcome calls for advisory team meetings and introductions.

• Identify opportunities to increase share-of-wallet and collaborate with the relevant parties.

• Ensure quality assurance of service requests for prompt and accurate execution.

• Act as a liaison between clients, advisory teams, and trading to gather cost basis, submit implementation analyses, and initiate portfolio implementation along with custom requests.

• Support client appreciation initiatives.

• Provide direct assistance to four advisory practices and serve as a bridge between Empower and clients.

⛳️ Requirements

• Bachelor’s degree in Business or a related field, or equivalent experience.

• 2+ years of relevant work experience in financial services or customer experience.

• Background in client services roles is essential.

• Outstanding verbal and written communication abilities.

• Detail-oriented with the capability to manage multiple time-sensitive tasks concurrently.

• Proactive self-starter with excellent organizational and presentation skills.

• Current FINRA Series 65 registration is mandatory.

• Candidates must be authorized to work for any employer in the U.S.; employment visa sponsorship is not available.

• Experience in brokerage trading and trade approval is advantageous.

• Aspiration to attain, or already possess, preferred qualifications such as CFP or CRPC.

• Proficiency in or the ability to quickly master Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other relevant systems.

• Capability to build trust, develop long-term client relationships, navigate various client needs, and achieve optimal outcomes swiftly.

🏝️ Benefits

• Flexible work environment.

• Medical, dental, vision, and life insurance.

• 401(k) plan with generous matching contributions from the company (up to 6%).

• Financial advisory services.

• Potential for discretionary contributions from the company.

• Extensive investment options.

• Tuition reimbursement available up to $5,250/year.

• Business-casual atmosphere with the option to wear jeans.

• Generous paid time off upon hire, including a paid time off program.

• Ten paid company holidays.

• Three floating holidays each calendar year.

• Paid volunteer time — 16 hours per calendar year.

• Paid parental leave.

• Paid short- and long-term disability.

• Family and Medical Leave (FMLA).

• Business Resource Groups (BRGs).

• Non-sales positions are eligible for participation in a bonus program.

• Reliable high-speed internet and necessary computer equipment will be provided for remote and hybrid roles.