Client Experience Specialist - Spanish

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 - Bilingual directly supports four advisory practices, working closely with advisory team members to deliver a meaningfully differentiated client experience. You will serve as a liaison between Empower and clients, providing exceptional service, responding to client requests and operational needs, and helping maintain strong client relationships.

This role provides direct exposure to high-value advisory clients and the teams supporting their wealth management needs. It is well suited for candidates who are passionate about client experience and interested in developing expertise and pursuing additional career opportunities in wealth management.

What You Will Do

• Provide a best-in-class client experience through proactive and reactive client engagements, campaign outreach, and streamlined processing of client requests

• Collaborate with experienced advisory team members to develop and maintain strong, long-term relationships with highly valued clients

• Proactively identify financial planning opportunities, gather required documentation for analysis, and coordinate delivery calls with the advisory team

• Prepare client call summaries, welcome call documentation, and other materials for advisory team meetings and client introductions

• Partner with advisory and specialist teams to identify opportunities to increase share of wallet and coordinate follow-up with the appropriate team members

• Perform quality assurance reviews of service requests to support timely and accurate execution

• Coordinate with clients, advisory teams, and trading teams to gather cost-basis information, submit requests for implementation analysis, and initiate portfolio implementation and custom requests

• Facilitate client appreciation efforts

What You Will Bring

• Bachelor's degree in Business or a related discipline, or equivalent experience

• 2+ years of related work experience in financial services and/or customer experience

• Fluency in Spanish

• Series 65 FINRA registration within the corporate-established timeline; current Series 65 STRONGLY PREFERRED

• Experience working in client service roles

• Excellent verbal and written communication skills

• Strong attention to detail and the ability to manage multiple time-sensitive tasks simultaneously

• Strong organizational and presentation skills

• Ability to establish trust, maintain professionalism, and build long-term client relationships

• Demonstrated ability to navigate multiple client needs and identify appropriate solutions efficiently

• Proficiency in, or ability to quickly learn, Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and proprietary and recordkeeping systems

• Strong interpersonal, collaboration, and teamwork skills

• FINRA fingerprinting required

What Will Set You Apart

• Experience with brokerage trading and trade approval

• Demonstrated track record of service excellence

• CFP, CRPC, or other relevant wealth management credentials, or a demonstrated interest in attaining applicable professional credentials

***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

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:

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