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Senior Client Success Specialist
2 months ago
Advance your career with a dynamic organization
At Empower, we are dedicated to assisting individuals in achieving their long-term financial aspirations and offering tailored wealth management solutions. Each team member plays a crucial role in enhancing the lives of our clients. The satisfaction derived from our work is unparalleled, and you will have the opportunity to support meaningful causes while thriving in an inclusive workplace. Your journey begins here.
Position SummaryAs a Senior Client Success Specialist within the Investor Services division at Empower, your primary focus will be on increasing the financial engagement of our retail clients in the Wealth Management sector. This role emphasizes collaboration, as you will partner closely with each client's assigned Financial Advisor and Planner to gain insights into their needs and objectives, ultimately driving asset growth.
Key Responsibilities
- Engage in a range of financial planning and investment management discussions, from straightforward inquiries to more intricate matters.
- Success in this position necessitates proactive outreach to existing clients, including conducting portfolio assessments, acknowledging significant milestones, and following up on client events.
- Provide customized portfolio recommendations and product positioning.
- Balance asset expansion with exceptional service, offering valuable insights on clients' external accounts to encourage consolidation with Empower while enhancing the client relationship.
- Implement a remote asset growth strategy utilizing a paperless, branchless, cloud-based framework, ensuring a superior experience compared to traditional in-person meetings.
Qualifications
- A Bachelor's Degree or higher in business, finance, or a related discipline.
- Completion of fingerprinting is required.
- Possession of FINRA Series 65 registration is mandatory.
- FINRA Series 7 certification is required.
- FINRA Series 63 certification is necessary.
Preferred Attributes
- A minimum of 5 years of experience with a proven track record in working with investors, focusing on asset growth.
- Strong attention to detail and capability to navigate operational complexities.
- In-depth knowledge of investment products and services, with the ability to articulate the advantages and disadvantages of various options.
- Excellent organizational and interpersonal skills.
***Candidates 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.***
Benefits Offered
We provide a comprehensive array of diverse and inclusive benefits to support our employees at every stage of their careers. We believe that empowering our employees to lead healthy, balanced lives results in optimal work performance.
- Medical, dental, vision, and life insurance.
- Retirement savings options, including a 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, and a broad investment lineup.
- Tuition reimbursement up to $5,250 per year.
- A business-casual environment with the option to wear jeans.
- Generous paid time off, including a paid time off program, 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 and Family and Medical Leave (FMLA).
- Business Resource Groups (BRGs) that foster internal networks based on shared interests and identities, contributing to education and engagement within our workforce.
Salary Information
The base salary range for this position typically falls between $70,000 and $85,000. This range reflects the standard minimum to maximum base salary for this role in the specified location. Non-sales positions may participate in a bonus program, while sales roles may qualify for additional incentives based on individual performance. Actual compensation may vary based on geographic location, work experience, education, licensure requirements, and skill level, and will be finalized at the time of offer.
We are an equal opportunity employer committed to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, sex, sexual orientation, gender identity, disability, or any other status protected by applicable law.
***For remote and hybrid positions, candidates must ensure reliable high-speed internet and a suitable workspace at home. Necessary computer equipment will be provided.***
