Client Experience Specialist, Spanish

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🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $55.3k - $76.1k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

🦅 H1B Visa Sponsor

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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 streamlined processing of client requests • Collaborate with experienced advisory team members to develop and maintain strong, long-term relationships with highly valued clients • Proactively identify financial planning opportunities, gather required documentation for analysis, and coordinate delivery calls with the advisory team • Prepare client call summaries, welcome call documentation, and other materials for advisory team meetings and client introductions • Partner with advisory and specialist teams to identify opportunities to increase share of wallet and coordinate follow-up with the appropriate team members • Perform quality assurance reviews of service requests to support timely and accurate execution • Coordinate with clients, advisory teams, and trading teams to gather cost-basis information, submit requests for implementation analysis, and initiate portfolio implementation and custom requests • Facilitate client appreciation efforts

🎯 Requirements

• Bachelor's degree in Business or a related discipline, or equivalent experience • 2+ years of related work experience in financial services and/or customer experience • Fluency in Spanish • Series 65 FINRA registration within the corporate-established timeline; current Series 65 strongly preferred • Experience working in client service roles • Excellent verbal and written communication skills • Strong attention to detail and the ability to manage multiple time-sensitive tasks simultaneously • Strong organizational and presentation skills • Ability to establish trust, maintain professionalism, and build long-term client relationships • Demonstrated ability to navigate multiple client needs and identify appropriate solutions efficiently • Proficiency in, or ability to quickly learn, Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and proprietary and recordkeeping systems • Strong interpersonal, collaboration, and teamwork skills • FINRA fingerprinting required • Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable

🏖️ 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. • Non-sales positions have the opportunity to participate in a bonus program • Other necessary computer equipment will be provided