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. We not only encourage but
celebrate internal mobility. We also recognize the importance of
purpose, well-being, and work-life balance. 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. Empower Yourself.
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 using 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.
Due to business needs,
candidates that are able to work an expected shift of 8am - 5pm MST
are preferred.
What you will
do
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
What you will
bring
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
What will set
you apart
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
#PJPW2
#LI-Remote
employer in the U.S. We are unable to sponsor or take over
sponsorship of an employment visa at this time, including
CPT / OPT.
What we offer you
We offer an array of diverse and
inclusive benefits regardless of where you are in your career. 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. BRGs are open to all.
Base Salary Range
$54,200.00 - $74,600.00
The
salary range above shows the typical minimum to maximum base salary
range for this position in the location listed. 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.
Equal opportunity employer
Drug-free workplace
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.
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.
Job Posting End Date at 12 : 01 am
on : 12-04-2025
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Workplace Flexibility :
Remote - Nationwide
Client Service Specialist • West Palm Beach, FL, Palm Beach County, FL; Florida, United States