Client Engagement Associate

🕒 August 5

🇺🇸 United States – Remote

💵 $38.5k - $49k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Empower

WebsiteLinkedInAll Job Openings

10,000+ employees

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower is a leading provider of financial services focused on helping individuals and organizations achieve financial freedom through retirement planning and investment management. Serving over 19 million Americans, Empower offers a comprehensive suite of finance-related services, including smart planning and investment advice, and tools like the Empower Personal Dashboard™ for a complete financial view. The company is renowned as a top retirement plan provider and works closely with personal investors, workplace plan savers, plan sponsors, and financial professionals. Empower is also recognized for initiatives in Diversity, Equity, Inclusion, and has a social commitment that bolsters community impact.

📋 Description

• Conduct a high volume of outbound and inbound calls to prospective and current clients interested in financial services • Generate interest and qualify clients for meetings with Financial Advisors • Schedule and confirm appointments and ensure a high completion rate for advisor meetings • Engage clients by phone, chat, and email to answer questions, provide guidance, and enhance the client experience • Use predefined scripts and judgment to assess client needs and determine next steps • Gather and document client information, including financial needs, goals, and screening details • Record all client interactions accurately in CRM systems • Partner with Financial Advisors on prospective client opportunities and handoffs • Troubleshoot financial dashboard issues and escalate to technical support when needed • Route inquiries to appropriate departments • Perform administrative and reporting duties as assigned • Ensure compliance with 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 • 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 • Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship, including CPT/OPT, is unavailable • Reliable high-speed internet with a wired connection and a minimally disruptive home workspace required for remote work

🏖️ Benefits

• 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 with the option to wear jeans • Generous paid time off upon hire, including a paid time off program, 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) facilitating inclusion and collaboration; open to all • Bonus program opportunity for non-sales positions • Sales incentives and, in some instances, a bonus plan for sales positions • Reliable high-speed wired internet required for remote/hybrid positions • Other necessary computer equipment provided