Client Experience Specialist – Personal Strategy

🔥 3 minutes ago

🇺🇸 United States – Remote

💵 $55.3k - $76.1k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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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

• Directly support four advisory practices in close collaboration with advisory team members • Deliver a meaningfully differentiated client experience • Act as a liaison between Empower and clients • Deliver exceptional service and maintain strong client relationships • Provide a best-in-class client experience through proactive and reactive client engagements, campaign outreach, and streamlined client request processing • Collaborate with an experienced advisory team to grow and maintain long-term relationships with highly valued clients • Identify financial planning opportunities, gather documentation for analysis, and coordinate delivery calls • Prepare client and welcome call summary documentation for advisory team meetings and introductions • Identify share of wallet increase opportunities and coordinate with the appropriate party • Provide quality assurance of service requests • Coordinate between clients, advisory teams, and trading to gather cost basis, submit 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 • Ability to manage many time-sensitive tasks simultaneously • Pro-active self-starter • Strong organizational and presentation skills • FINRA Series 65 registration required within established timelines • Applicants must be authorized to work for any employer in the U.S. • Experience in brokerage trading and trade approval • 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 • Reliable high-speed internet with a wired connection • A place in your home to work with limited disruption • Reliable connectivity from an internet service provider that is fiber, cable or DSL internet

🏖️ Benefits

• Medical, dental, vision and life insurance • 401(k) plan with generous company matching contributions (up to 6%) • Financial advisory services • Potential company discretionary contribution • 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 • Ten paid company holidays and three floating holidays each calendar year • Paid volunteer time — 16 hours per calendar year • Paid parental leave • Paid short- and long-term disability • Family and Medical Leave (FMLA) • Business Resource Groups (BRGs) open to all • Flexible work environment • Other necessary computer equipment will be provided