Client Experience Specialist – Investments

🕒 Julho 31

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $55.300 - $76.075 / ano

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

🏆 Sucesso do Cliente

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Empower

SiteLinkedInTodas as Vagas

10.000+ funcionários

💸 Finanças

💳 Fintech

👥 B2C

Finance • Fintech • B2C

A Empower é uma fornecedora líder de serviços financeiros focada em ajudar indivíduos e organizações a alcançar a liberdade financeira através do planejamento de aposentadoria e da gestão de investimentos. Atendendo a mais de 19 milhões de americanos, a Empower oferece um conjunto abrangente de serviços relacionados a finanças, incluindo planejamento inteligente e aconselhamento de investimento, além de ferramentas como o Empower Personal Dashboard™ para uma visão financeira completa. A empresa é renomada como uma das principais provedoras de planos de aposentadoria e trabalha de perto com investidores pessoais, poupadores de planos no local de trabalho, patrocinadores de planos e profissionais financeiros. A Empower também é reconhecida por suas iniciativas em Diversidade, Equidade, Inclusão e tem um compromisso social que fortalece o impacto na comunidade.

Descrição

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

🎯 Requisitos

• 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 • Current FINRA Series 65 registration required • Experience in brokerage trading and trade approval • Motivated self-starter with track record of service excellence • Strong interpersonal skills, team-oriented, and collaborative • Desire to attain, or have already attained preferred qualifications (e.g. CFP, CRPC) • Proficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other systems

🏖️ Benefícios

• Medical, dental, vision and life insurance • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%) • 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.