Client Service and Support Specialist

Empower Annuity-posted 2 months ago
$49,300 - $67,825/Yr
Full-time • Entry Level
Remote • Greenwood Village, CO
Insurance Carriers and Related Activities
Resume
Match Score
Upload and Match ResumeTrack Jobs with Teal

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. As a Client Service and Support Specialist, you will directly support existing Empower Personal Wealth clients with operational inquiries regarding cash management, account maintenance and non-investment related inquiries. The expected shift(s) for this position is 7:00 am to 3:30 pm MST and/or 9:30 am - 6:00 pm MST. Candidates must be able to work either of these shifts.

  • 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
  • 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
  • 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
  • Medical, dental, vision and life insurance
  • Retirement savings - 401(k) plan with generous company matching contributions (up to 6%)
  • 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.
Track Jobs with Teal

Job Search Resources

•
Resume Builder
•
Client Services Specialist Resume Examples
•
Client Services Specialist Cover Letter Examples

Tools

Career Hubs

Guides

Company

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service