Client Experience Specialist – Wealth Management

Job not on LinkedIn

🕒 August 12

🇺🇸 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 55%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Open for 93 days.
• Jobs at this company usually fill in 21 days.
• Reposted 3 times.

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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 collaboration with advisory team members • Deliver a differentiated client experience through proactive and reactive client engagements, campaign outreach, and streamlined client request processing • Act as a liaison between Empower and clients • Maintain strong client relationships and respond to client requests and operational needs • Proactively identify financial planning opportunities • Gather documentation for analysis and coordinate delivery calls with the advisory team • Prepare client and welcome call summary documentation for advisory team meetings and introductions • Identify share-of-wallet increase opportunities and coordinate with advisory and specialist teams • Provide quality assurance of service requests for timely and accurate execution • Facilitate client appreciation efforts • Serve Premier IRA/Brokerage clients with $250k–$1M in AUM within Wealth Management

🎯 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 • FINRA Series 7, 63 and 65 (or 66) registrations required • Proficient in or able to quickly learn Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other systems • Applicants must be authorized to work for any employer in the U.S.; no employment visa sponsorship, including CPT/OPT

🏖️ 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, 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 • 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 provided • Opportunity to participate in a bonus program

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