Lead Resolution Specialist

Job not on LinkedIn

🔥 1 hour ago

🇺🇸 United States – Remote

💵 $59.7k - $84.3k / year

⏰ Full Time

🟠 Senior

🦅 H1B Visa Sponsor

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Logo of Empower

Empower

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

• Balance individual workloads consisting of Service Requests, PRISM, e-mail requests, and perform quality assurance function • Work on complex issues where analysis of data requires an in-depth evaluation of variable factors • Exercise judgment in selecting methods, techniques, and evaluation criteria for obtaining results • Prioritize and complete all applicable processing in accordance with departmental, corporate, IRS, Department of Labor, FINRA, and SEC regulations and requirements • Monitor control reports, gain/loss, suspense accounts, and tax form research, including corrections, clearing, and reconciliation • Research/resolve unique, complex, and escalated problems that are a higher level of difficulty than those handled by Resolution Specialists • Act as a resource and guide and advise (train and mentor) less experienced staff • Recognize re-occurring issues and escalate them within department with proposed course of action • Promptly handle escalated issues requiring special handling through coordination with various internal departments including functional processing areas, systems, financial control, and technical support • Coordinate production and/or rollout of custom or specialized tasks for clients as required

🎯 Requirements

• 2-4 year degree strongly preferred or equivalent industry experience • 2 years of directly related financial and/or industry experience • Knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) • Knowledge of retirement industry regulations (Distributions, Contributions, Taxation) • In-depth knowledge of internal systems and how they interact • Demonstrated good judgment in selecting methods and techniques for obtaining solutions • Demonstrated ability to research, problem solve, and assess the end-to-end impact of the correction • Excellent written and verbal communication skills • 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.

🏖️ 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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

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