Client Engagement Associate

Responsibilities

• Conduct a high volume of outbound and inbound calls to prospective and current clients who have expressed interest in financial services
• Generate interest and qualify clients for meetings with Financial Advisors to discuss goals, investment strategies, and financial planning needs
• Schedule and confirm appointments, ensuring a high completion rate for advisor meetings
• Engage clients via phone, chat, and email to answer questions, provide guidance, and enhance the client experience
• Utilize pre-defined scripts and sound judgment to assess client needs and determine appropriate next steps
• Gather and document client information, including financial needs, goals, and relevant screening details
• Accurately record all client interactions in CRM systems
• Partner with Financial Advisors regarding prospective client opportunities and handoffs
• Troubleshoot issues related to the financial dashboard and escalate to technical support when needed
• Route client inquiries to appropriate departments for additional support
• Perform administrative and reporting duties as assigned
• Ensure compliance with all regulatory requirements, policies, and procedures

Requirements

• High school diploma or equivalent required; associate degree preferred
• Previous experience in financial services, sales, or client engagement preferred
• Strong verbal, written, and listening communication skills
• Excellent organizational, time management, and follow-up abilities
• Ability to work effectively in a fast-paced, team-oriented environment
• What will set you apart
• Knowledge of investment products and financial services
• Experience managing high-volume outbound calling activity
• Ability to assess client needs and align appropriate solutions
• Strong adaptability and motivation to achieve results
• Clean U4 record, if applicable
• #LI-Remote
• #PJPW2
• ***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
• $38,500.00 - $49,000.00
• Equal opportunity employer - Drug-free workplace
• We are an equal opportunity employer with a commitment to diversity. All individuals, regar

Benefits

Additional Information

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. As a Client Engagement Associate, you are responsible for engaging prospective and existing clients who have expressed interest in Empower's financial services, with the goal of generating qualified interest in wealth management offerings. The position serves as a critical connection point between clients and Financial Advisors by conducting outbound outreach, qualifying needs, and scheduling advisory consultations.

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