Client Service Specialist

United StatesHybrid

Responsibilities

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

requirements Knowledge of investment products and services Exceptional verbal, written and listening communication skills Excellent operational, organizational and follow-up skills with the ability to manage and process complex operational work Strong interpersonal skills, team-oriented, and collaborative ***Applicants must be authorized to work for any employer in the U.S.
***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.
You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.**

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.
The Client Service Associate is a liaison between Investment Services (<$250k AUM) advisors and clients.
We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.**
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
Base Salary Range $50,300.00 - $69,125.00 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

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.
This individual will be responsible for client outreach, specifically setting appointments for advisors.
What you will do Contact clients on behalf of Empower advisors for internal and external portfolio reviews, financial planning discussions and pre/post client event follow up Interact with advisors regarding current clients Help troubleshoot issues that clients may have with the Personal Dashboard and relay to the technical support team Interact with clients via phone, chat, and email Properly record interactions within customer relationship management software What you will bring Proven investment
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.
requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer