Client Service Specialist

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $55.3k - $76.1k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

🦅 H1B Visa Sponsor

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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

• Work directly with Empower's investment clients and Financial Advisors in a technology-focused environment • Facilitate new accounts, money movement, maintenance, and loan establishment using proprietary and third-party technology solutions • Serve as the main point of contact providing white glove service to existing Empower Personal Wealth clients • Partner with the iCapital SME to ensure iCapital enrollments are processed by the month-end deadline • Handle cash management functions, including ACAT, wire, and ACH transfers • Explain complex money movement processes to clients professionally and efficiently via phone, email, and text • Complete assigned service requests within stated SLA while adhering to productivity and quality guidelines • Collaborate with cross-functional teams, including the broker-dealer custodian, on transaction processing inquiries and ad-hoc operational matters

🎯 Requirements

• 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 • Excellent operational, organizational, and follow-up skills • Ability to manage and process complex operational work • Proven ability to maintain appropriate policies and procedures for regulatory-driven requirements • Strong critical thinking, decision-making, problem-solving, and judgement skills • Proactive ownership of client needs and timely resolution skills • Logical, systematic, and sequential approach to problems • Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable, including CPT/OPT • Reliable high-speed internet with a wired connection and a minimally disruptive home workspace; internet must be fiber, cable, or DSL

🏖️ 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 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), open to all • Non-sales positions have the opportunity to participate in a bonus program • Necessary computer equipment will be provided