Client Experience Specialist - Wealth Management

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 have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Client Experience Specialist is responsible for directly supporting four advisory practices, in close collaboration with advisory team members to deliver a meaningfully differentiated client experience. You will act as a liaison between Empower and clients to deliver exceptional service and maintain strong client relationships while acting on clients’ requests and operational needs. This role is ideal for individuals who are passionate about the client experience and interested in having direct exposure to our highest value advisory clients, working with the team that supports their experience, and is interested in gaining the expertise to pursue additional career development opportunities in relationship management. This role will work in our Wealth Management segment, serving Premier IRA/Brokerage clients ranging from $250k-$1M in AUM. What you will do 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 summar