Client Experience Specialist - Boston, MA Area
Job ID R.0052328 Primary location Boston, Massachusetts Date posted 06/13/2025 Worker type Regular Workplace flexibility HybridOur 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.
Are you passionate about delivering an exceptional client experience and eager to grow within wealth management? Join our Boston-based advisory team as a Client Experience Specialist and make a direct impact on our most valued clients while advancing your career.
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.
What You Will Do
- Deliver 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 impactful meeting summaries and onboarding documentation to ensure seamless service
- Partner with advisory and specialist teams to identify share of wallet increase opportunities and coordinate with the appropriate party
- Coordinate trading and portfolio implementation processes to ensure accuracy and timely execution
- 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
LOCATION - Boston, MA (Hybrid) - 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
- FINRA licensing a plus
- This role offers a pathway toward advisory, planning, and wealth management positions, with potential sponsorship for industry certifications (e.g., CFP®, CRPC®). The ideal candidate will have a desire to attain, or have already attainedpreferred 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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$62,400.00 - $85,800.00The 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:
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