39 applicants

Company

Empower · 1 day ago

Client Service Support Specialist

Nationwide Remote

Full-time

Hybrid

Entry, Mid Level

$48K/yr - $66K/yr

2+ years exp

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Employee BenefitsNon Profit

Actively Hiring

No H1B

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Responsibilities

Service existing client needs via inbound/outbound calls and e-mail inquiries

Liaise Empower Personal Wealth client’s, Wealth Advisors, Operations Team and broker-dealer custodian with operational inquiries

Deliver an efficient and responsive client experience by taking ownership, utilizing critical thinking and decision-making skills while delivering accurate information and initiating proactive follow-up

Demonstrate knowledge of retirement/brokerage industry regulations and transactions

Provide exceptional customer service with every client interaction

Qualification

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Financial services experienceCustomer service skillsFinancial marketsRetirement account operationsBrokerage operations experienceMutual fund experienceBack-office operations experienceRetail customer service experienceIRA customer service experienceTechnological skillsMulti-tasking abilities

Required

HS Diploma or GED required, Bachelor’s Degree preferred

A minimum of 2 years’ experience in financial services

Strong customer service background with a firm understanding of the diverse operational and investment needs of our customers

Knowledge of current financial markets and retirement account operations is necessary

Preferred

Strong written, verbal and presentation skills

Strong technological skills and the ability to multi-task across systems

Past brokerage, mutual fund or back-office operations experience

Retail, IRA and/or 401K customer service experience

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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.