Specialist Client Service Associate - Personal Strategy (Starting Summer 2025)

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.

Empower transforms how you understand, manage, and grow your net worth. As a Client Service Associate, you will act as a liaison between Empower advisors and clients. This individual will be responsible for client outreach, specifically setting appointments for the advising team.

What you will do

• Contacting clients on behalf of Empower advisors. These calls will include, internal and external portfolio reviews, financial planning discussions, and pre/post client event follow up.

• Interact with advisors regarding current clients.

• Help troubleshoot issues that clients may have with the Financial Dashboard and relay to the technical support team.

• Interact with clients via phone, chat, text, and email

• Properly record interactions within customer relationship management software.

What you will bring

• Experience in proactive outbound calling

• Experience with customer service and relationship management

• Proven abilities to maintain appropriate policies & procedures for regulatory-driven requirements. 

• Possesses a clean U4 record. 

What will set you apart

• Proven investment advisory sales skills including proactive outbound calling efforts 

• Knowledge of investment products and services. 

• Exceptional verbal, written, and listening communication skills. 

• Excellent operational, organizational, and follow-up skills with the ability to manage and process complex operational work. 

• Strong interpersonal skills, team-oriented, and collaborative.

• Bachelor's degree with a Personal Financial Planning concentration

***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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

$49,300.00 - $67,825.00

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 div