Client Experience Specialist - Personal Strategy

Empowercommunitycare

Base: $55,300.00 - $76,075.00; bonus/equity: non-s...
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Client experience specialist
Directly supporting advisory practices
Liaison between empower and clients
** Empowercommunitycare is seeking a Client Experience Specialist for their Personal Strategy team, responsible for delivering exceptional client service and supporting advisory practices in wealth management. The ideal candidate should have a background in financial services, strong communication skills, and a passion for client experience. **

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

** Empowercommunitycare is seeking a Client Experience Specialist for their Personal Strategy team, responsible for delivering exceptional client service and supporting advisory practices in wealth management. The ideal candidate should have a background in financial services, strong communication skills, and a passion for client experience. **

Salary

Base: $55,300.00 - $76,075.00; Bonus/Equity: Non-sales positions have the opportunity to participate in a bonus program; Benefits: 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

Skills & Requirements

Must-have

  • Client experience specialist
  • Directly supporting advisory practices
  • Liaison between Empower and clients
  • Operational needs processing
  • Financial planning opportunities identification
  • Quality assurance of service requests

Nice-to-have

  • Passionate about client experience
  • Interest in wealth management
  • Track record of service excellence
  • Team-oriented and collaborative
  • Establishing trust and building relationships

Key Requirements

  • Bachelor’s degree in Business or related discipline or equivalent experience
  • 2+ years related work experience in financial services or customer experience
  • Experience 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
  • Presentation skills
  • FINRA Series 65 registration required

Work Rights

Authorized to work for any employer in the U.S.

Tailored Resume

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