New

Client Experience Specialist - Boston, MA Area

Empower Retirement
$62,400.00 - $85,800.00
life insurance, parental leave, paid time off, tuition reimbursement, 401(k)
United States, Massachusetts, Boston
Apr 01, 2025
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 ideal candidate for this role will be in the Boston, MA area; ability travel to the office as needed to meet in person with clients is required. The Client Experience Specialist is responsible for directly supporting an assigned book of clients within an advisory practice, 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 candidates 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 wealth management. 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 your 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 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 Coordinate between client, advisory team, and trading to gather cost basis, submit for implementation analysis, and initiate portfolio implementation and custom requests Facilitate client appreciation efforts Opportunity and sponsorship in gaining certain FINRA licenses necessary for career progression What You Will Bring Bachelor Degree in Business or related discipline or equivalent experience 2+ years related work experience in financial services and/or customer experience Experience working in client services roles Excellent verbal and written communication skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong organizational skills and presentation skills Always composed, professional, and skilled at establishing trust and building long-term client relationships Proven ability to navigate multiple client needs and arrive quickly at best outcomes Proficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems Ability to travel to the Boston, MA office for in-person client meetings is required What Will Set You Apart Experience in brokerage trading and trade approval Motivated self-starter with track record of service excellence Strong interpersonal skills, team-oriented, and collaborative Desire to attain, or have already attained preferred qualifications: CFP, CRPC, etc. Salesforce nimbus (D2C) experience is highly preferred #PJPW *Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.* What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a 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 - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $62,400.00 - $85,800.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer * Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. *For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.* Job Posting End Date at 12:01 am on: 04-05-2025 Want the latest money news and views shaping how we live, work and play? 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