Client Experience Specialist – Wealth Management

Empower

Client Experience Specialist responsible for supporting advisory practices in Wealth Management. Delivering exceptional service and maintaining strong client relationships for high-value advisory clients.

Posted 4/30/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $55,300 - $76,075 per yearWebsite

About the role

Key responsibilities & impact

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
Facilitate client appreciation efforts

Requirements

What you’ll need

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 registrations required within established timelines

Benefits

Comp & perks

Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
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)

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

client engagementrelationship managementfinancial planningquality assurancecommunication skillsorganizational skillspresentation skillsdetail orientedpro-active self-startertime management

Certifications

FINRA Series 7FINRA Series 63FINRA Series 65