Client Experience Specialist – Investments

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $55.3k - $76.1k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Empower

WebsiteLinkedInAll Job Openings

10,000+ employees

💸 Finance

💳 Fintech

👥 B2C

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.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ 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.