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Empower · 1 day ago

Client Experience Specialist (Private Client - Personal Strategy)

United States

Full-time

Remote

Entry, Mid Level

$60K/yr - $82K/yr

2+ years exp

Empower is committed to transforming financial lives by providing a flexible work environment and opportunities for career growth. The Client Experience Specialist will support advisory practices, ensuring exceptional client service and maintaining strong client relationships while managing operational needs.

Employee BenefitsNon ProfitSocial

No H1B

Responsibilities

Provide a best-in-class client experience through proactive and reactive client engagements, campaign outreach, and streamlining client request processing

Collaborate with your 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 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

Coordinate between client, advisory team, and trading to gather cost basis, submit for implementation analysis, and initiate portfolio implementation and custom requests

Facilitate client appreciation efforts

Qualification

Series 65 FINRA registrationFinancial services experienceClient services experienceMicrosoft Office proficiencySalesforce experienceCommunication skillsOrganizational skillsPresentation skillsInterpersonal skillsProactive self-starter

Required

Bachelor Degree in Business or related discipline or equivalent experience

2+ years related work experience in financial services and/or customer experience

Series 65 FINRA registration required within corporate-established timeline

FINRA Fingerprinting, required

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

Always composed, professional, and skilled at establishing trust and building long-term client relationships

Proven ability to navigate multiple client needs and arrive quickly at best outcomes

Proficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems

Preferred

Experience in brokerage trading and trade approval, preferred

Motivated self-starter with track record of service excellence, preferred

Strong interpersonal skills, team-oriented, and collaborative, preferred

Desire to attain, or have already attained preferred qualifications: CFP, CRPC, etc., preferred

Salesforce nimbus (D2C) experience is highly preferred

Benefits

Medical, dental, vision and life insurance

Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup

Tuition reimbursement up to $5,250/year

Business-casual environment that includes the option to wear jeans

Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar 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)

Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.