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 Requirements 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, NetX360, and other systems Able to establish trust, build long-term client relationships, navigate multiple client needs, and arrive quickly at best outcomes Core Competencies 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. Highest-signal resume keywords Client Relationship Management Financial Planning Opportunities Quality Assurance of Service Requests FINRA Series 7, 63, and 65 (or 66) Registrations Proficient in Salesforce ATS Optimization Keywords Hard Skills Financial Services Experience Client Services Roles Documentation Preparation Time Management Organizational Skills Soft Skills Excellent Verbal Communication Excellent Written Communication Detail Oriented Proactive Self-Starter Presentation Skills Certifications & Qualifications Bachelor’s Degree in Business or Related Discipline FINRA Series 7 Registration FINRA Series 63 Registration FINRA Series 65 Registration FINRA Series 66 Registration Industry Keywords Wealth Management Client Engagement Share of Wallet Increase Client Appreciation Efforts AUM (Assets Under Management) Tools & Technologies Microsoft Word Microsoft Excel Microsoft Outlook Microsoft PowerPoint NetX360 #J-18808-Ljbffr Jobtailor