Website Empower Retirement
Whatever your financial happiness looks like, let’s get you there.
Quick Job Snapshot
Experience Level: Entry-Level to Mid-Level
Work Type: Full-Time
Industry: Financial Services & Wealth Management
Department: Client Services
Location: Remote (United States)
Salary: $50,300 – $69,125
Also See: Where Can a Beginner VA Be in 5 Years?
About the Company
Empower is one of the largest retirement and wealth management providers in the United States, helping millions of individuals plan, invest, and prepare for their financial future.
The company supports retirement plans, investment management services, financial planning solutions, and personal wealth-building tools. Empower is known for its flexible work culture, professional development opportunities, and commitment to helping people achieve greater financial freedom.
About the Role
Empower is hiring a Client Service Specialist to support financial advisors and help strengthen relationships with existing clients.
This role combines customer service, financial services support, appointment coordination, and client relationship management. You’ll communicate directly with clients, help schedule advisor meetings, answer questions, and ensure a positive customer experience throughout the client journey.
This opportunity is ideal for professionals who enjoy helping people, building relationships, and learning more about investments, retirement planning, and wealth management.
What You’ll Be Doing
Your day-to-day responsibilities may include:
- Contacting clients to schedule portfolio reviews and financial planning appointments
- Supporting advisors with client communication and follow-up activities
- Assisting clients via phone, email, and chat
- Helping clients navigate financial planning tools and online platforms
- Troubleshooting basic account and dashboard issues
- Documenting client interactions within CRM systems
- Coordinating with advisors and internal support teams
- Maintaining accurate records and follow-up activities
- Delivering professional and responsive customer service
- Supporting client retention and engagement initiatives
Who Will Succeed in This Role?
You may be a strong fit if you:
- Enjoy speaking with people and building professional relationships
- Feel comfortable making outbound calls and scheduling appointments
- Have strong communication and listening skills
- Are organized and detail-oriented
- Enjoy helping clients solve problems
- Have an interest in financial planning, investing, or wealth management
- Work well both independently and as part of a team
Key Skills & Qualifications
Required Skills
- Customer service, client support, or relationship management experience
- Strong phone, email, and communication skills
- Ability to manage multiple tasks and follow-up activities
- Strong organizational and time management abilities
- Experience working with CRM systems or client management tools
- Professional and customer-focused mindset
- Strong attention to detail
- Ability to learn financial products and services
Preferred Qualifications
- Financial services experience
- Wealth management or retirement services exposure
- Investment advisory support experience
- Outbound calling and appointment-setting experience
- Knowledge of investment products and financial planning concepts
- Experience working in regulated industries
Career Growth Opportunities
This role can create pathways into:
- Financial Advisor Support
- Client Success Manager
- Wealth Management Associate
- Relationship Manager
- Financial Planning Associate
- Investment Services Specialist
- Retirement Consultant
- Financial Advisor
For individuals interested in financial services, this position provides valuable exposure to client communication, investment discussions, and wealth management operations.
Why Job Seekers Like Roles Like This
Many professionals are attracted to client service roles because they offer:
- Fully remote work flexibility
- Exposure to the financial services industry
- Opportunities to learn investment and retirement planning concepts
- Strong communication and relationship-building experience
- Clear advancement opportunities
- Stable industry demand
- Competitive benefits and retirement programs
How to Apply
Official Application Link:
https://jobs.empower.com/job/united-states/client-service-specialist/42743/95962220800
Important Note
Applications are handled directly through the employer’s official careers website.
WorkinVirtual does not process applications or participate in hiring decisions.