Client Service Specialist

Empower

Base: $50,300.00 - $69,125.00; bonus/equity: sales...
Hybrid
Proven investment advisory sales skills
Regulatory compliance knowledge
Knowledge of investment products
The role serves as a liaison between Investment Services advisors and clients to facilitate portfolio reviews and financial planning discussions

Job Summary

  • The role serves as a liaison between Investment Services advisors and clients to facilitate portfolio reviews and financial planning discussions.
  • Employees are encouraged to celebrate internal mobility and contribute to a welcoming, inclusive environment focused on purpose and well-being.
  • The position offers a comprehensive benefits package including medical insurance, a 401(k) plan with up to 6% matching, and paid volunteer time.

Matching Summary

The role serves as a liaison between Investment Services advisors and clients to facilitate portfolio reviews and financial planning discussions.

Salary

Base: $50,300.00 - $69,125.00; Bonus/Equity: Sales incentives or bonus plan eligible; Benefits: Medical, dental, vision, life, 401(k) match, tuition reimbursement

Skills & Requirements

Must-have

  • Proven investment advisory sales skills
  • Regulatory compliance knowledge
  • Knowledge of investment products
  • Exceptional verbal communication
  • CRM software proficiency

Nice-to-have

  • Team-oriented collaborative mindset
  • Strong organizational follow-up skills
  • Interest in financial freedom mission
  • Experience with internal mobility culture

Key Requirements

  • Authorized to work for any employer in the U.S.
  • No visa sponsorship available
  • Investment advisory sales experience required

Work Rights

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

Tailored Resume

Cover Letter