Client Experience Specialist – Wealth Management

Empower

Client Experience Specialist supporting Premier IRA/Brokerage clients at Empower, a financial services company. Coordinating advisory teams, client requests, financial planning opportunities, and relationship management for $250k-$1M AUM clients.

Posted 8/12/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $55,300 - $76,075 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and financial planning, with a strong focus on delivering exceptional client experiences and coordinating with advisory teams. Proficient in managing time-sensitive tasks while ensuring quality assurance in service requests.

Highest-signal resume keywords

Client Relationship ManagementFinancial Planning OpportunitiesQuality Assurance of Service RequestsFINRA Series 7, 63, and 65 (or 66) RegistrationsProficient in Salesforce

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Services ExperienceClient Services RolesDocumentation PreparationTime ManagementOrganizational Skills

Soft Skills

Excellent Verbal CommunicationExcellent Written CommunicationDetail OrientedProactive Self-StarterPresentation Skills

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft OutlookMicrosoft PowerPointNetX360

Certifications & Qualifications

Bachelor’s Degree in Business or Related DisciplineFINRA Series 7 RegistrationFINRA Series 63 RegistrationFINRA Series 65 RegistrationFINRA Series 66 Registration

Industry Keywords

Wealth ManagementClient EngagementShare of Wallet IncreaseClient Appreciation EffortsAUM (Assets Under Management)

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
Directly support four advisory practices in the Wealth Management segment
Act as a liaison between Empower and clients, handling client requests and operational needs
Serve Premier IRA/Brokerage clients ranging from $250k-$1M in AUM

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 and able to manage many time-sensitive tasks simultaneously
Pro-active self-starter with strong organizational and presentation skills
FINRA Series 7, 63 and 65 (or 66) registrations required
Applicants must be authorized to work for any employer in the U.S.
Proficient in or able to quickly learn Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other systems
Able to establish trust, build long-term client relationships, navigate multiple client needs, and arrive quickly at best outcomes

Benefits

Comp & perks

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)
Other necessary computer equipment will be provided
Opportunity to participate in a bonus program