Client Experience Specialist, Spanish

Empower

Bilingual client experience specialist supporting Empower’s wealth-management advisory practices. Coordinating client service, financial planning opportunities, trading requests, and relationship management.

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 engagement and relationship management within the financial services sector, with a strong focus on communication, organization, and attention to detail. Proficient in coordinating client requests and collaborating with advisory teams to enhance client experiences and identify financial planning opportunities.

Highest-signal resume keywords

Client Relationship ManagementFinancial Planning OpportunitiesSeries 65 FINRA RegistrationFluency in SpanishMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Services ExperienceClient Service ExperienceQuality Assurance ReviewsDocumentation PreparationCost-Basis Information Gathering

Soft Skills

Excellent Communication SkillsStrong Attention to DetailOrganizational SkillsInterpersonal SkillsTeam Collaboration

Tools & Technologies

SalesforceNetX360Microsoft WordMicrosoft ExcelMicrosoft OutlookMicrosoft PowerPoint

Certifications & Qualifications

Series 65 FINRA RegistrationFINRA Fingerprinting

Industry Keywords

Client EngagementFinancial PlanningCustomer ExperiencePortfolio ImplementationService Requests

About the role

Key responsibilities & impact

Provide a best-in-class client experience through proactive and reactive client engagements, campaign outreach, and streamlined processing of client requests
Collaborate with experienced advisory team members to develop and maintain strong, long-term relationships with highly valued clients
Proactively identify financial planning opportunities, gather required documentation for analysis, and coordinate delivery calls with the advisory team
Prepare client call summaries, welcome call documentation, and other materials for advisory team meetings and client introductions
Partner with advisory and specialist teams to identify opportunities to increase share of wallet and coordinate follow-up with the appropriate team members
Perform quality assurance reviews of service requests to support timely and accurate execution
Coordinate with clients, advisory teams, and trading teams to gather cost-basis information, submit requests 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 a related discipline, or equivalent experience
2+ years of related work experience in financial services and/or customer experience
Fluency in Spanish
Series 65 FINRA registration within the corporate-established timeline; current Series 65 strongly preferred
Experience working in client service roles
Excellent verbal and written communication skills
Strong attention to detail and the ability to manage multiple time-sensitive tasks simultaneously
Strong organizational and presentation skills
Ability to establish trust, maintain professionalism, and build long-term client relationships
Demonstrated ability to navigate multiple client needs and identify appropriate solutions efficiently
Proficiency in, or ability to quickly learn, Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and proprietary and recordkeeping systems
Strong interpersonal, collaboration, and teamwork skills
FINRA fingerprinting required
Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable

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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Non-sales positions have the opportunity to participate in a bonus program
Other necessary computer equipment will be provided