Client Service Specialist

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 Service Specialist, you will work directly with Empower's investment clients and Financial Advisors in a progressive thinking, technology-focused environment. You’ll facilitate new accounts, money movement, maintenance, loan establishment, and using cutting-edge proprietary and third-party technology solutions. You will serve as the main point of contact providing white glove service to existing Empower Personal Wealth clients.

What you will do

• Handle cash management functions, including ACAT, wire, and ACH transfers while explaining complex money movement processes to clients in a professional and efficient manner
• Facilitate third party calls to outside institutions and provide rollover instructions as well as assist the client in completing all needed documents
• Complete all assigned service requests within stated SLA; following up via phone, email, and text message on any outstanding items needed for account opening and transfer
• Liaise with our broker-dealer custodian and our portfolio management provider on all client operational matters
• Coordinate procedure updates for efficiency, accuracy, and completeness with management

What you will bring

• HS Diploma or GED required, bachelor’s degree preferred
• A minimum of 2 years’ experience in financial services operations preferred, with current knowledge of investment products and services
• Experience with all areas of the client service aspect of investment advisory such as ACAT and IRA distributions
• Exposure to web-based investment service delivery. Comfortable executing a remote-delivery service model -- paperless, branchless, cloud-based infrastructure – and delivering a quality client experience that is better than face-to-face

What will set you apart

• Excellent operational, organizational and follow-up skills with the ability to manage and process complex operational work
• Proven abilities to maintain appropriate policies and procedures for regulatory-driven requirements
• Strong critical thinking skills to make decisions and solve problems using sound, inclusive reasoning and judgement
• Proactive behavior in reviewing clients’ needs, taking ownership as the point of contact, and working towards a resolution in a timely manner to deliver a quality client experience
• Approaching a problem by using a logical, systematic, and sequential approach

***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

$54,200.00 - $74,600.00

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 partic