Client Experience Specialist – Wealth Management

Provide a best-in-class client experience through proactive and reactive client engagements, campaign outreach, and streamlining client request processing
Collaborate with an experienced advisory team to grow and maintain strong long-term relationships with highly valued clients
Proactively identify financial planning opportunities, gather necessary documentation for analysis, and coordinate delivery calls with the advisory team
Prepare key client and welcome call summary documentation for advisory team meetings and introductions
Partner with advisory and specialist teams to identify share of wallet increase opportunities and coordinate with the appropriate party
Provide quality assurance of service requests to ensure timely and accurate execution
Facilitate client appreciation efforts
Directly support four advisory practices in the Wealth Management segment
Act as a liaison between Empower and clients, handling client requests and operational needs
Serve Premier IRA/Brokerage clients ranging from $250k-$1M in AUM

• Bachelor’s degree in Business or related discipline or equivalent experience
• 2+ years related work experience in financial services or customer experience
• Experience working in client services roles
• Excellent verbal and written communication skills
• Detail oriented and able to manage many time-sensitive tasks simultaneously
• Pro-active self-starter with strong organizational and presentation skills
• FINRA Series 7, 63 and 65 (or 66) registrations required
• Applicants must be authorized to work for any employer in the U.S.
• Proficient in or able to quickly learn Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX
  360, and other systems
• Able to establish trust, build long-term client relationships, navigate multiple client needs, and arrive quickly at best outcomes

Demonstrates expertise in client relationship management and financial planning, with a strong focus on delivering exceptional client experiences and coordinating with advisory teams. Proficient in managing time-sensitive tasks while ensuring quality assurance in service requests.

• Client Relationship Management
• Financial Planning Opportunities
• Quality Assurance of Service Requests
• FINRA Series 7, 63, and 65 (or 66) Registrations
• Proficient in Salesforce

• Financial Services Experience
• Client Services Roles
• Documentation Preparation
• Time Management
• Organizational Skills

• Excellent Verbal Communication
• Excellent Written Communication
• Detail Oriented
• Proactive Self-Starter
• Presentation Skills

• Bachelor’s Degree in Business or Related Discipline
• FINRA Series 7 Registration
• FINRA Series 63 Registration
• FINRA Series 65 Registration
• FINRA Series 66 Registration

• Wealth Management
• Client Engagement
• Share of Wallet Increase
• Client Appreciation Efforts
• AUM (Assets Under Management)

• Microsoft Word
• Microsoft Excel
• Microsoft Outlook
• Microsoft Power Point
• NetX
  360