Client Experience Specialist - Wealth Management/private Client

Empower Geographics Inc

Base: $55,300.00 - $76,075.00; bonus/equity: non-s...
Hybrid
Bachelor's degree in business or related discipline
2+ years work experience in financial services
Current finra series 65 registration required
The Client Experience Specialist acts as a liaison between Empower and clients to deliver exceptional service and maintain strong relationships while supporting four advisory practices

Job Summary

  • The Client Experience Specialist acts as a liaison between Empower and clients to deliver exceptional service and maintain strong relationships while supporting four advisory practices.
  • Employees are encouraged to pursue internal mobility and career development opportunities within the Wealth Management segment serving Personal Strategy and Private Client accounts.
  • The company offers comprehensive benefits including medical, dental, vision, life insurance, a 401(k) plan with up to 6% matching, and tuition reimbursement up to $5,250 per year.

Matching Summary

The Client Experience Specialist acts as a liaison between Empower and clients to deliver exceptional service and maintain strong relationships while supporting four advisory practices.

Salary

Base: $55,300.00 - $76,075.00; Bonus/Equity: Non-sales positions eligible for bonus program; Benefits: Medical, dental, vision, life, 401(k) match, tuition reimbursement

Skills & Requirements

Must-have

  • Bachelor's degree in Business or related discipline
  • 2+ years work experience in financial services
  • Current FINRA Series 65 registration required

Nice-to-have

  • Experience in brokerage trading and trade approval
  • Desire to attain CFP or CRPC qualifications
  • Proficient in Salesforce and NetX360 systems
  • Track record of service excellence
  • Strong interpersonal and collaborative skills

Key Requirements

  • Bachelor's degree in Business or equivalent
  • 2+ years related work experience
  • FINRA Series 65 registration
  • Authorized to work in the U.S. without sponsorship

Work Rights

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

Tailored Resume

Cover Letter