Client Experience Specialist - Investments

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Client Experience Specialist is responsible for directly supporting four advisory practices, in close collaboration with advisory team members to deliver a meaningfully differentiated client experience. You will act as a liaison between Empower and clients to deliver exceptional service and maintain strong client relationships while acting on clients’ requests and operational needs. This role is ideal for individuals who are passionate about the client experience and interested in having direct exposure to our highest value advisory clients, working with the team that supports their experience, and is interested in gaining the expertise to pursue additional career development opportunities in wealth management.

This role will work in either our Wealth Management segment, serving Personal Strategy (managed account) clients ranging from $250k-$1MM in AUM, or Private Client clients ranging from $1MM - $5MM AUM.

What you will do

• 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

What you will bring

• 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

What will set you apart

• 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 

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• 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 ti