Empower

Assist in client engagement, support financial planning activities, and coordinate client requests and documentation. | Requires a bachelor's degree, 2+ years in financial services or customer experience, Series 65, FINRA fingerprinting, and proficiency in MS Office and CRM systems. | Job Description: • 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. • Provide quality assurance of service requests to ensure timely and accurate execution. • 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. Requirements: • Bachelor Degree in Business or related discipline or equivalent experience • 2+ years related work experience in financial services and/or customer experience • Series 65 FINRA registration required within corporate-established timeline • FINRA Fingerprinting, required • 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. Benefits: • Medical, dental, vision and life insurance • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%) • 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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.