Client Experience Specialist – Private Client, Personal Strategy

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13 hours ago

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Empower

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Finance • Fintech • B2C

Empower is a leading provider of financial services focused on helping individuals and organizations achieve financial freedom through retirement planning and investment management. Serving over 19 million Americans, Empower offers a comprehensive suite of finance-related services, including smart planning and investment advice, and tools like the Empower Personal Dashboard™ for a complete financial view. The company is renowned as a top retirement plan provider and works closely with personal investors, workplace plan savers, plan sponsors, and financial professionals. Empower is also recognized for initiatives in Diversity, Equity, Inclusion, and has a social commitment that bolsters community impact.

10,000+ employees

💸 Finance

💳 Fintech

👥 B2C

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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.