Phone Specialist ( Full-time)

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. As a Client Onboarding Specialist at Empower, you will play a pivotal role in ensuring seamless operations and exceptional client experiences by establishing new client accounts and facilitating the transfer of assets process from start to finish.

If you would like to know a bit more about this opportunity, or are considering applying, then please read the following job information.

Due to business needs, candidates must be able to work expected shifts of 6am - 3pm MST and / or 7am - 4pm MST.

Assist clients with onboarding and other complex tasks while providing guidance and support as they navigate our platform

Interact with clients regarding account setup and operational matters through conventional communication methods as well as email, chat, and video conference

Provide excellent customer service while meeting team goals including productivity, quality, and service quality

High School Diploma or GED required, Associate's or Bachelor's Degree Preferred

A minimum of 2 years’ experience in financial services operations preferred, with current knowledge of investment products and services

Proven experience in roles that require critical thinking, including but not limited to client operations, customer support, or education

Analytical thinker translating data into actionable insights

LI-Remote

• We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT / OPT.

We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

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. 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.

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

12-04-2025 Want the latest money news and views shaping how we live, work and play? Remote - Nationwide