Client Experience Specialist - Wealth Management

Empower • Overland Park, KS

2d • $55,300 - $76,075

About The Position

The Client Experience Specialist supports four advisory practices in close collaboration with advisory team members to deliver a differentiated client experience. The role serves as a liaison between Empower and clients, providing exceptional service, maintaining strong client relationships, and responding to client requests and operational needs. It offers direct exposure to high-value advisory clients and the team supporting them, with the opportunity to develop expertise for potential career growth in relationship management. The position is in Wealth Management and serves Premier IRA/Brokerage clients with $250,000–$1 million in assets under management.

Requirements

• Bachelor’s degree in Business or a related discipline, or equivalent experience.
• At least 2 years of related work experience in financial services or customer experience.
• Experience in client services roles.
• Excellent verbal and written communication skills.
• Strong attention to detail and organizational skills, with the ability to manage multiple time-sensitive tasks.
• Proactive self-starter with presentation skills.
• FINRA Series 7, 63, and 65 (or 66) registrations are required.
• Must be authorized to work for any employer in the United States; the employer is unable to sponsor or take over sponsorship of an employment visa, including CPT/OPT.

Nice To Haves

• Composed and professional approach, with the ability to establish trust and build long-term client relationships.
• Proven ability to navigate multiple client needs and quickly reach effective outcomes.
• Proficiency in, or ability to quickly learn, Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other systems.

Responsibilities

• Provide a high-quality client experience through proactive and reactive client engagements, campaign outreach, and streamlined client-request processing.
• Collaborate with an experienced advisory team to build and maintain long-term relationships with valued clients.
• Identify financial-planning opportunities, gather documentation for analysis, and coordinate delivery calls with the advisory team.
• Prepare client and welcome-call summaries for advisory team meetings and introductions.
• Work with advisory and specialist teams to identify opportunities to increase share of wallet and coordinate with the appropriate party.
• Conduct quality assurance of service requests to support timely and accurate execution.
• Facilitate client appreciation efforts.

Benefits

• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions up to 6%, financial advisory services, potential company discretionary contributions, and a broad investment lineup.
• Tuition reimbursement up to $5,250 per year.
• Business-casual dress environment, including the option to wear jeans.
• Paid time off upon hire, including a paid time-off program, ten paid company holidays, and three floating holidays each calendar year.
• 16 hours of paid volunteer time per calendar year.
• Leave programs including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).
• Business Resource Groups open to all employees.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level