Retirement Service and Support Specialist

🔥 12 hours ago

🇺🇸 United States – Remote

💵 $55.3k - $76.1k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💝 Customer Support

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Act as the primary contact for customers transferring funds or accounts from previous firms into existing Empower accounts • Provide service and follow-up throughout the transfer or rollover process • Oversee not-in-good-order items and ensure necessary paperwork is submitted correctly • Follow up with customers to resolve outstanding issues • Work autonomously while managing scheduled customer appointments and outstanding tasks • Research transfer items while maintaining a professional image • Deliver personalized service to internal and external customers • Respond to customer questions using listening, patience, empathy, authenticity, proactivity, and perseverance

🎯 Requirements

• Bachelor’s degree or an equivalent combination of education and professional work experience • With no degree, a minimum of four years of directly related experience is required • 3 years of customer service experience, preferably in a financial service-related field • FINRA Fingerprinting required • Experience managing multiple priorities and handling stressful situations and people daily • Basic working knowledge of Windows and Microsoft Office Software (Word, Excel, PowerPoint, etc.) • Various file manipulation skills on a PC • Basic understanding of IRAs, retirement investment products/services, and the qualified retirement plan environment • Applicants must be authorized to work for any employer in the U.S. • Reliable high-speed internet with a wired connection and a suitable home workspace with limited disruption • Reliable fiber, cable, or DSL internet connectivity

🏖️ Benefits

• Medical, dental, vision and life insurance • 401(k) plan with generous company matching contributions (up to 6%) • Financial advisory services • Potential company discretionary contribution • Broad investment lineup • Tuition reimbursement up to $5,250/year • Business-casual environment including the option to wear jeans • Generous paid time off upon hire • Paid time off program • Ten paid company holidays and three floating holidays each calendar year • Paid volunteer time — 16 hours per calendar year • Paid parental leave • Paid short- and long-term disability • Family and Medical Leave (FMLA) • Business Resource Groups (BRGs) • Flexible work environment • Other necessary computer equipment provided