Retirement Service Specialist

Job Summary

Acting as the primary contact for customers during the transfer process, the full-time remote Retirement Service Specialist will manage account transitions from previous firms to Empower accounts, ensuring optimal service and follow-up throughout the process.

Key responsibilities

• Serve as the main point of contact for customers transferring funds and accounts, providing dedicated support
• Oversee the submission of necessary paperwork and follow up on any outstanding issues related to transfers
• Manage scheduled customer appointments and maintain a professional image while addressing customer inquiries

Required qualifications

• Bachelor's degree or equivalent combination of education and professional work experience
• A minimum of four years of directly related experience is required if no degree is held
• At least 3 years of customer service experience, preferably in a financial services environment
• FINRA Fingerprinting is required
• Basic understanding of IRAs and retirement investment products/services