Veteran Service Assistant (Night Shift)

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 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.

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

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

Proven abilities to maintain appropriate policies and procedures for regulatory-driven requirements

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

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