Client Service Specialist

Empower • KS Remote, KS

1d • $50,300 - $69,125 • Hybrid

About The Position

The Client Service Associate is a liaison between Investment Services (<$250k AUM) advisors and clients. This individual will be responsible for client outreach, specifically setting appointments for advisors.

Requirements

• Proven investment advisory sales skills including proactive outbound calling efforts
• Proven abilities to maintain appropriate policies & procedures for regulatory-driven 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. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

Responsibilities

• 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

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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed