Client Service Specialist

About the role

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 use 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.

Responsibilities

• Partner with our iCapital SME to ensure all iCapital enrollments are processed in a timely manner, no later than the month-end deadline
• Handle cash management functions, including ACAT, wire, and ACH transfers
• Provide excellent customer service with the ability to explain complex money movement processes to clients in a professional and efficient manner via phone, email, and text
• Complete all assigned service requests within stated SLA with adherence to productivity and quality guidelines
• Work closely with cross-functional teams on all internal and external operational matters including our broker-dealer custodian on transaction processing inquiries and ad-hoc operational items

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 that is better than face-to-face
• 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.

Skills

• 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

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.

Pay

Base Salary Range $55,300.00 - $76,075.00

Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements, and/or skill level and will be finalized at the time of offer.

Schedule

For remote and hybrid positions, you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable, or DSL internet. Other necessary computer equipment will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.