Client Experience Specialist – Personal Strategy

Empower

. Directly support four advisory practices in close collaboration with advisory team members .

Posted 10/15/2026full-timeRemote • United StatesJuniorMid-Level💰 $55,300 - $76,075 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and financial planning, with a strong focus on delivering exceptional service and maintaining long-term client engagements. Proficient in coordinating client requests and collaborating with advisory teams to enhance client experiences.

Highest-signal resume keywords

Bachelor’s Degree In Business2+ Years Experience In Financial ServicesFINRA Series 65 RegistrationClient Services ExperienceProficient In Microsoft Office Suite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningClient Relationship ManagementQuality AssuranceBrokerage TradingTrade ApprovalDocumentation GatheringCampaign OutreachPortfolio ImplementationClient EngagementTime Management

Soft Skills

Excellent Communication SkillsDetail OrientedProactive Self-StarterStrong Organizational SkillsInterpersonal Skills

Tools & Technologies

SalesforceNetX360Microsoft WordMicrosoft ExcelMicrosoft OutlookMicrosoft PowerPoint

Certifications & Qualifications

FINRA Series 65CFPCRPC

Industry Keywords

Client ExperienceAdvisory PracticesFinancial ServicesClient AppreciationCost BasisImplementation Analysis

About the role

Key responsibilities & impact

Directly support four advisory practices in close collaboration with advisory team members
Deliver a meaningfully differentiated client experience
Act as a liaison between Empower and clients
Deliver exceptional service and maintain strong client relationships
Provide a best-in-class client experience through proactive and reactive client engagements, campaign outreach, and streamlined client request processing
Collaborate with an experienced advisory team to grow and maintain long-term relationships with highly valued clients
Identify financial planning opportunities, gather documentation for analysis, and coordinate delivery calls
Prepare client and welcome call summary documentation for advisory team meetings and introductions
Identify share of wallet increase opportunities and coordinate with the appropriate party
Provide quality assurance of service requests
Coordinate between clients, advisory teams, and trading to gather cost basis, submit implementation analysis, and initiate portfolio implementation and custom requests
Facilitate client appreciation efforts

Requirements

What you’ll need

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
Ability to manage many time-sensitive tasks simultaneously
Pro-active self-starter
Strong organizational and presentation skills
FINRA Series 65 registration required within established timelines
Applicants must be authorized to work for any employer in the U.S.
Experience in brokerage trading and trade approval
Strong interpersonal skills, team-oriented, and collaborative
Desire to attain, or have already attained preferred qualifications (e.g. CFP, CRPC)
Proficient in or ability to quickly learn Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other systems
Reliable high-speed internet with a wired connection
A place in your home to work with limited disruption
Reliable connectivity from an internet service provider that is fiber, cable or DSL internet

Benefits

Comp & perks

Medical, dental, vision and life insurance
401(k) plan with generous company matching contributions (up to 6%)
Financial advisory services
Potential company discretionary contribution
Broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire
Ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Paid parental leave
Paid short- and long-term disability
Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) open to all
Flexible work environment
Other necessary computer equipment will be provided