Client Experience Specialist – Investments

Empower

Client Experience Specialist responsible for delivering a best-in-class client experience in financial services. Collaborating closely with advisory teams and supporting high-value clients in wealth management.

Posted 7/31/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $55,300 - $76,075 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client engagement and relationship management within financial services, ensuring high-quality service delivery and proactive identification of financial planning opportunities. Proficient in coordinating with advisory teams and utilizing various software tools to enhance client experience and operational efficiency.

Highest-signal resume keywords

Bachelor’s Degree In BusinessFINRA Series 65 RegistrationClient Services ExperienceBrokerage Trading ExperienceProficient In Microsoft Office Suite

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Financial PlanningQuality AssuranceDocumentation PreparationPortfolio ImplementationTrade Approval

Soft Skills

Excellent Communication SkillsDetail OrientedStrong Organizational SkillsTeam-OrientedProactive Self-Starter

Tools & Technologies

SalesforceNetX360Microsoft WordMicrosoft ExcelMicrosoft OutlookMicrosoft PowerPoint

Certifications & Qualifications

CFPCRPC

Industry Keywords

Financial ServicesClient ExperienceAdvisory Team CollaborationClient EngagementService Excellence

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
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

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
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

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)
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.