Client Experience Specialist - Wealth Management - Premier/brokerage

Empowercommunitycare

Base: $55,300.00 - $76,075.00; bonus/equity: oppor...
Hybrid
Premier/brokerage client support
Financial services experience
Customer relationship management
Empowercommunitycare is seeking a Client Experience Specialist in Wealth Management, focusing on enhancing customer financial journeys. The company promotes a flexible working environment, internal mobility, and a strong commitment to diversity and community involvement

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.
  • We offer an array of diverse and inclusive benefits regardless of where you are in your career.
  • We are an equal opportunity employer with a commitment to diversity.

Matching Summary

Match Score: 82

Empowercommunitycare is seeking a Client Experience Specialist in Wealth Management, focusing on enhancing customer financial journeys. The company promotes a flexible working environment, internal mobility, and a strong commitment to diversity and community involvement.

Salary

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

Skills & Requirements

Must-have

  • Premier/brokerage client support
  • Financial services experience
  • Customer relationship management

Nice-to-have

  • Transforming financial lives
  • Inclusive and welcoming environment
  • Purpose-driven work

Key Requirements

  • Authorized to work for any employer in the U.S.
  • No CPT/OPT sponsorship

Work Rights

Must be authorized to work in the US

Tailored Resume

Cover Letter