Client Experience Specialist - Wealth Management

Empowercommunitycare

Base: $55,300.00 - $76,075.00; bonus/equity: non-s...
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Client engagement and outreach
Financial planning opportunity identification
Service request quality assurance
** The Client Experience Specialist position at Empowercommunitycare is a hybrid role in the Wealth Management segment focused on delivering exceptional client service and relationship management to advisory clients. Ideal candidates should possess relevant experience in financial services, strong communication skills, and be proactive in identifying client needs. **

Job Summary

  • 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.
  • 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.
  • We offer an array of diverse and inclusive benefits regardless of where you are in your career.

Matching Summary

Match Score: 75

** The Client Experience Specialist position at Empowercommunitycare is a hybrid role in the Wealth Management segment focused on delivering exceptional client service and relationship management to advisory clients. Ideal candidates should possess relevant experience in financial services, strong communication skills, and be proactive in identifying client needs. **

Salary

Base: $55,300.00 - $76,075.00; Bonus/Equity: Non-sales positions participate in a bonus program; Benefits: Medical, dental, vision, life insurance, 401(k) with matching, tuition reimbursement, PTO, paid holidays, volunteer time, leave of absence programs

Skills & Requirements

Must-have

  • Client engagement and outreach
  • Financial planning opportunity identification
  • Service request quality assurance
  • Client appreciation efforts
  • Client services roles experience

Nice-to-have

  • Composed and professional demeanor
  • Building long-term client relationships
  • Navigating multiple client needs
  • Welcoming and inclusive environment

Key Requirements

  • Bachelor’s degree or equivalent experience
  • 2+ years related work experience
  • FINRA Series 7, 63 and 65 registrations required
  • Authorized to work for any employer in the U.S.

Work Rights

Must be authorized to work for any employer in the U.S.

Tailored Resume

Cover Letter