Client Service Specialist

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

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.***
• 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)
• 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.
• Base Salary Range
• $50,300.00 - $69,125.00
• Equal opportunity employer - Drug-free workplace
• Job Posting End Date at 12:01 am on:
• 06-09-2026
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Benefits

Additional Information

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. The Client Service Associate is a liaison between Investment Services (

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