Empower

Client Experience Specialist – Wealth Management, Private Client

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 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
  • Always composed, professional, and skilled at establishing trust and building long-term client relationships.
  • Proven ability to navigate multiple client needs and arrive quickly at best outcomes
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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planningbrokerage tradingtrade approvalclient request processingquality assuranceportfolio implementationdocumentation analysis
Soft Skills
communication skillsorganizational skillspresentation skillsinterpersonal skillscollaborativeproactivedetail orientedself-starterservice excellence
Certifications
Bachelor’s degreeFINRA Series 65CFPCRPC