Retirement Service & Support Specialist

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.

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

As a Retirement Service and Support Specialist, you will play a pivotal role in shaping seamless and customer-focused financial experiences. As the primary point of contact for customers navigating the transfer process, you will spearhead the transfer of accounts from previous firms to an existing Empower account(s.). Your expertise will extend to owning customer relationships throughout the entirety of the transfer, providing dedicated support, and ensuring a smooth transition.
What you will do

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Act as the primary contact for customers transferring funds and or accounts from previous firms into existing Empower accounts

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Provide optimal service and follow-up to dedicated customers throughout the transfer or rollover process

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Oversee not-in-good-order items associated with the transfer process, ensuring all the necessary paperwork is submitted and in good order. Follow up with customers as needed to resolve any outstanding issues

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Work autonomously, managing scheduled customer appointments, following up on outstanding tasks, and researching transfer items with a focus on maintaining a professional image

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Deliver personalized service and respond to a variety of questions by exhibiting listening, patience, empathy, authenticity, proactivity, and perseverance with external and internal customers

What you will bring

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Bachelor’s degree or an equivalent combination of education and professional work experience

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With no degree, a minimum of four years of directly related experience is required

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3 years of customer service experience, preferably in a financial service-related field

- FINRA Fingerprinting required

What will set you apart

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Experience managing multiple priorities and ability to handle stressful situations and people daily

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Collaborative team player demonstrating strong interpersonal skills

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Basic working knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint, etc.), and various file manipulation skills on a PC

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Basic understanding of IRAs, retirement investment products/services, and the qualified retirement plan environment

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Motivated, self-starter with the interest to learn new information quickly and independently

***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 currently, including CPT/OPT.***
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.

- 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)