Client Service Specialist
Job Summary
Working remotely in a full-time capacity, the Client Service Specialist will manage client accounts, facilitate money movement, and provide exceptional service to Empower's investment clients and Financial Advisors using advanced technology solutions.
Key responsibilities
- Partner with iCapital SME to ensure timely processing of enrollments
- Handle cash management functions, including ACAT, wire, and ACH transfers
- Complete service requests within stated SLA while collaborating with cross-functional teams on operational matters
Required qualifications
- High School Diploma or GED required; Bachelor's degree preferred
- Minimum of 2 years' experience in financial services operations preferred
- Experience with client service aspects of investment advisory, including ACAT and IRA distributions
- Exposure to web-based investment service delivery in a remote environment
- Proven ability to maintain policies and procedures for regulatory requirements
Complete Job Description
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