Client Experience Specialist – Wealth Management, Premier/Brokerage
Empower
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $55,300 - $76,075 per year
About the role
- Provide exceptional client experience in wealth management services
- Collaborate with internal teams to support clients' financial goals
- Assist with account maintenance and inquiries
- Help clients navigate investment options
- Promote financial literacy to enhance client understanding of services
Requirements
- Applicants must be authorized to work for any employer in the U.S.
- Must have reliable high-speed internet with a wired connection
- Must have a place in your home to work with limited disruption
- Must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet.
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
- 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
client experiencecollaborationfinancial literacyclient supportcommunication