Client Experience Specialist – Wealth Management

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

📋 Description

• Deliver an exceptional client experience through both proactive and reactive engagements, campaign outreach, and efficient processing of client requests.

• Work collaboratively with a skilled advisory team to cultivate and sustain strong, long-lasting relationships with valued clients.

• Actively identify financial planning opportunities, collect essential documentation for analysis, and organize delivery calls with the advisory team.

• Prepare essential documentation for client and welcome call summaries for meetings and introductions with the advisory team.

• Collaborate with advisory and specialist teams to uncover opportunities for increasing share of wallet and coordinate with relevant parties.

• Ensure quality assurance for service requests to guarantee timely and precise execution.

• Facilitate initiatives for client appreciation.

• Provide direct support to four advisory practices within the Wealth Management sector.

• Serve as a liaison between Empower and clients, addressing client requests and operational requirements.

• Cater to Premier IRA/Brokerage clients with assets under management ranging from $250k to $1M.

⛳️ Requirements

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

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

• Proven experience in client services roles.

• Exceptional verbal and written communication abilities.

• Detail-oriented with the capacity to manage multiple time-sensitive tasks simultaneously.

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

• FINRA Series 7, 63, and 65 (or 66) registrations are required.

• Candidates must be authorized to work for any employer in the U.S.

• Proficient in or quick to learn Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other relevant systems.

• Capable of establishing trust, building enduring client relationships, navigating diverse client needs, and achieving optimal outcomes swiftly.

🏝️ Benefits

• Medical, dental, vision, and life insurance.

• Retirement savings through a 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contributions, and a wide investment lineup.

• Tuition reimbursement up to $5,250 per year.

• A business-casual work environment that includes the option to wear jeans.

• Generous paid time off from the start, including a paid time off program, ten paid company holidays, and three floating holidays each year.

• Paid volunteer time — 16 hours per calendar year.

• Leave of absence programs including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).

• Participation in Business Resource Groups (BRGs).

• Provision of necessary computer equipment.

• Opportunity to engage in a bonus program.