Client Service and Support Specialist @ Empower
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About Client Service and Support Specialist at Empower
Our vision for the future is based on transforming financial lives by empowering our people to transform their own. We provide a flexible work environment, celebrate internal mobility, and value work-life balance. We invest in our communities and encourage volunteering for meaningful causes.
Role Overview
As a Client Service and Support Specialist, you will support Empower Personal Wealth clients with operational inquiries related to cash management, account maintenance, and non-investment issues. You will handle inbound/outbound calls and email inquiries, liaise with Wealth Advisors, Operations Teams, and broker-dealer custodians, and ensure a responsive, accurate service experience.
Shift Details
The expected shifts are 7:00 am to 3:30 pm MST and/or 9:30 am to 6:00 pm MST. Candidates must be able to work one of these shifts.
Key Responsibilities
- Respond to client inquiries via calls and emails.
- Coordinate with Wealth Advisors, Operations, and brokers.
- Deliver an efficient client experience with ownership and critical thinking.
- Utilize knowledge of retirement/brokerage industry regulations.
- Provide exceptional customer service at every touchpoint.
Qualifications
- HS Diploma or GED required; Bachelor's Degree preferred.
- Minimum 2 years experience in financial services.
- Strong customer service background with operational and investment insights.
- Understanding of current financial markets and retirement account operations.
Additional Attributes
- Excellent written, verbal, and presentation skills.
- Strong technological skills and multitasking across systems.
- Experience in brokerage, mutual fund, or back-office operations is a plus.
- Experience in retail, IRA, and/or 401K customer service is beneficial.
What We Offer
- Diverse, inclusive benefits including health, dental, vision and life insurance.
- 401(k) plan with generous company matching contributions and financial advisory services.
- Tuition reimbursement up to $5,250/year, business-casual environment, and generous paid time off.
- Paid volunteer time and various leave programs.
- Business Resource Groups fostering inclusion and collaboration.
Remote/Hybrid Work Requirements
For remote and hybrid positions, candidates must have a reliable high-speed wired internet connection and an appropriate work space. Inadequate home setups may require office attendance.
Equal Opportunity
We are an equal opportunity employer committed to diversity. All qualified applicants will be considered regardless of personal characteristics. Applicants must be authorized to work in the U.S.
Salary Range
$49,300.00 - $67,825.00 base salary, with bonus opportunities for non-sales roles.
Key skills/competency
- Customer Service
- Financial Services
- Client Support
- Operational Inquiry
- Communication
- Multi-tasking
- Critical Thinking
- Technological Proficiency
- Retirement Operations
- Regulatory Knowledge
How to Get Hired at Empower
🎯 Tips for Getting Hired
- Customize your resume: Highlight financial services experience.
- Research Empower's culture: Study their mission and benefits.
- Emphasize customer service: Detail client support skills and tech usability.
- Prepare for behavioral interviews: Provide examples of multi-tasking and ownership.