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Client Service Specialist
Client Service SpecialistEmpower • West Palm Beach, FL, Palm Beach County, FL; Florida, United States
Client Service Specialist

Client Service Specialist

Empower • West Palm Beach, FL, Palm Beach County, FL; Florida, United States
1 day ago
Job type
  • Full-time
Job description

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

  • 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.

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.

  • 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.

    Job Posting End Date at 12 : 01 am

    on : 12-04-2025

    Want the latest money

    news and views shaping how we live, work and play? Sign up for

    Empower’s free newsletter and check out The Currency.

    Workplace Flexibility :

    Remote - Nationwide

    Create a job alert for this search

    Client Service Specialist • West Palm Beach, FL, Palm Beach County, FL; Florida, United States

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