Customer Service Specialist jobs at Seacoast Bank

Your Opportunity As a Customer Service Representative (CSR), you'll help people in your community access the financial solutions they need-right when they need it the most. You'll play a pivotal role in our fast-paced environment by building connections with our diverse customer base and processing transactions (i.e. check cashing, money transfers, and customer payments) while providing exceptional in-store experiences. Many of our senior leaders launched their careers in this dynamic entry level position, so rest assured you'll be offered hands-on training, coaching, and development as we invest in your long-term success. If you're looking for an opportunity to advance at a fast-growing, profitable, impact-driven company, then read on! What We Offer Benefits & Perks* Paid on-the-job training and a comprehensive new hire program. Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development. Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country. Enrollment in a Key Holder Program designed to establish and enhance leadership potential for promotion. Performance-based career advancement. Educational Reimbursement Program. Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA/Dependent Care FSA). Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program. Company-Sponsored Life and AD&D Insurance. Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance. Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program. Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace. Paid time off that grows with you, starting with 12 days in your first year. A relaxed, business casual dress code that includes jeans and sneakers! *Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements. What You'll Do - Essential Duties and Functions · Connect with customers to cultivate lasting relationships that drive repeat business. · Review, validate, and process customer transactions with accuracy. · Maximize customer success by offering personalized financial services that fit their lifestyle. · Enter and maintain customer information with precision and integrity into a Point of Sale (POS) system. · Build new business by completing daily call campaigns. · Assist in customer account management and collections by accepting payments and managing customer appointments. · Perform duties outside of the office, where applicable, including on site vehicle appraisals, store errands, and external marketing. Participate in in-store and community events. · Maintain internal and external store appearance and meet cleanliness standards to enhance customer experience. · Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer, as needed. · Uphold compliance with Company policies and procedures, and all relevant local, state, and federal laws and regulations. · Engage in ongoing training and stay current on product and process changes. · Work efficiently in a dynamic and fast-paced environment and effectively navigate multiple tasks with ease to meet individual and team performance standards. · Conduct additional tasks as directed by leadership. · Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.** **Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements. What We're Looking For - Qualifications and Skills · A high school diploma or equivalent. · Excellent verbal and written communication skills, plus professional demeanor with customers and colleagues. · Meticulous attention to detail and ability to accurately enter data. · Proficiency in using phones, POS system, Microsoft Office, and other computer systems. · Must be at least 18 years of age (19 in Alabama). · Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law. · The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard. Nice to Haves - Preferred Qualifications and Skills · Experience in check cashing, document verification, and/or money order processing. · Prior cash handling, cash drawer/vault management experience. · Bilingual (English/Spanish) is a plus and may be required for certain locations. · Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated). Workplace Awards and Recognition We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek. Our Purpose The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most. The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position. Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only. The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.

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 Client Onboarding Specialist at Empower, you will play a pivotal role in ensuring seamless operations and exceptional client experiences by establishing new client accounts and facilitating the transfer of assets process from start to finish. Due to business needs, candidates must be able to work expected shifts of 6am - 3pm MST and/or 7am - 4pm MST. What you will do Assist clients with onboarding and other complex tasks while providing guidance and support as they navigate our platform Interact with clients regarding account setup and operational matters through conventional communication methods as well as email, chat, and video conference Address inquiries, resolve issues, and provide timely and effective solutions for clients and internal business partners Work closely with cross-functional teams on all internal and external operational matters Provide excellent customer service while meeting team goals including productivity, quality, and service quality What you will bring High School Diploma or GED required, Associate's or Bachelor's Degree Preferred A minimum of 2 years' experience in financial services operations preferred, with current knowledge of investment products and services Proven experience in roles that require critical thinking, including but not limited to client operations, customer support, or education Experience handling complex tasks while also meeting daily productivity goals Strong communication skills, both written and verbal, emphasizing clarity and empathy Detail-oriented with excellent organizational and problem-solving abilities What will set you apart Ability to thrive in a fast-paced environment and adapt to changing priorities Collaborative team player demonstrating strong interpersonal skills Analytical thinker translating data into actionable insights Adaptability and a proactive approach to embracing new challenges Ability to learn and navigate through new systems #PJPW2 #LI-Remote ***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 $49,300.00 - $67,825.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 12-04-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide

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. Want to make an application Make sure your CV is up to date, then read the following job specs carefully before applying. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As a Client Onboarding Specialist at Empower, you will play a pivotal role in ensuring seamless operations and exceptional client experiences by establishing new client accounts and facilitating the transfer of assets process from start to finish. Due to business needs, candidates must be able to work expected shifts of 6am - 3pm MST and/or 7am - 4pm MST. What you will do Assist clients with onboarding and other complex tasks while providing guidance and support as they navigate our platform Interact with clients regarding account setup and operational matters through conventional communication methods as well as email, chat, and video conference Address inquiries, resolve issues, and provide timely and effective solutions for clients and internal business partners Work closely with cross-functional teams on all internal and external operational matters Provide excellent customer service while meeting team goals including productivity, quality, and service quality What you will bring High School Diploma or GED required, Associate's or Bachelor's Degree Preferred A minimum of 2 years' experience in financial services operations preferred, with current knowledge of investment products and services Proven experience in roles that require critical thinking, including but not limited to client operations, customer support, or education Experience handling complex tasks while also meeting daily productivity goals Strong communication skills, both written and verbal, emphasizing clarity and empathy Detail-oriented with excellent organizational and problem-solving abilities What will set you apart Ability to thrive in a fast-paced environment and adapt to changing priorities Collaborative team player demonstrating strong interpersonal skills Analytical thinker translating data into actionable insights Adaptability and a proactive approach to embracing new challenges Ability to learn and navigate through new systems #PJPW2 #LI-Remote ***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 $49,300.00 - $67,825.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 12-04-2025 Want the latest money news and views shaping how we live, work and play? xevrcyc Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide

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 Client Onboarding Specialist at Empower, you will play a pivotal role in ensuring seamless operations and exceptional client experiences by establishing new client accounts and facilitating the transfer of assets process from start to finish. Due to business needs, candidates must be able to work expected shifts of 6am - 3pm MST and/or 7am - 4pm MST. What you will do Assist clients with onboarding and other complex tasks while providing guidance and support as they navigate our platform Interact with clients regarding account setup and operational matters through conventional communication methods as well as email, chat, and video conference Address inquiries, resolve issues, and provide timely and effective solutions for clients and internal business partners Work closely with cross-functional teams on all internal and external operational matters Provide excellent customer service while meeting team goals including productivity, quality, and service quality What you will bring High School Diploma or GED required, Associate's or Bachelor's Degree Preferred A minimum of 2 years' experience in financial services operations preferred, with current knowledge of investment products and services Proven experience in roles that require critical thinking, including but not limited to client operations, customer support, or education Experience handling complex tasks while also meeting daily productivity goals Strong communication skills, both written and verbal, emphasizing clarity and empathy Detail-oriented with excellent organizational and problem-solving abilities What will set you apart Ability to thrive in a fast-paced environment and adapt to changing priorities Collaborative team player demonstrating strong interpersonal skills Analytical thinker translating data into actionable insights Adaptability and a proactive approach to embracing new challenges Ability to learn and navigate through new systems #PJPW2 #LI-Remote ***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 $49,300.00 - $67,825.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 12-04-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide

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 Client Onboarding Specialist at Empower, you will play a pivotal role in ensuring seamless operations and exceptional client experiences by establishing new client accounts and facilitating the transfer of assets process from start to finish. Due to business needs, candidates must be able to work expected shifts of 6am - 3pm MST and/or 7am - 4pm MST. What you will do Assist clients with onboarding and other complex tasks while providing guidance and support as they navigate our platform Interact with clients regarding account setup and operational matters through conventional communication methods as well as email, chat, and video conference Address inquiries, resolve issues, and provide timely and effective solutions for clients and internal business partners Work closely with cross-functional teams on all internal and external operational matters Provide excellent customer service while meeting team goals including productivity, quality, and service quality What you will bring High School Diploma or GED required, Associate's or Bachelor's Degree Preferred A minimum of 2 years' experience in financial services operations preferred, with current knowledge of investment products and services Proven experience in roles that require critical thinking, including but not limited to client operations, customer support, or education Experience handling complex tasks while also meeting daily productivity goals Strong communication skills, both written and verbal, emphasizing clarity and empathy Detail-oriented with excellent organizational and problem-solving abilities What will set you apart Ability to thrive in a fast-paced environment and adapt to changing priorities Collaborative team player demonstrating strong interpersonal skills Analytical thinker translating data into actionable insights Adaptability and a proactive approach to embracing new challenges Ability to learn and navigate through new systems #PJPW2 #LI-Remote ***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 $49,300.00 - $67,825.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 12-04-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide

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. Want to make an application Make sure your CV is up to date, then read the following job specs carefully before applying. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As a Client Onboarding Specialist at Empower, you will play a pivotal role in ensuring seamless operations and exceptional client experiences by establishing new client accounts and facilitating the transfer of assets process from start to finish. Due to business needs, candidates must be able to work expected shifts of 6am - 3pm MST and/or 7am - 4pm MST. What you will do Assist clients with onboarding and other complex tasks while providing guidance and support as they navigate our platform Interact with clients regarding account setup and operational matters through conventional communication methods as well as email, chat, and video conference Address inquiries, resolve issues, and provide timely and effective solutions for clients and internal business partners Work closely with cross-functional teams on all internal and external operational matters Provide excellent customer service while meeting team goals including productivity, quality, and service quality What you will bring High School Diploma or GED required, Associate's or Bachelor's Degree Preferred A minimum of 2 years' experience in financial services operations preferred, with current knowledge of investment products and services Proven experience in roles that require critical thinking, including but not limited to client operations, customer support, or education Experience handling complex tasks while also meeting daily productivity goals Strong communication skills, both written and verbal, emphasizing clarity and empathy Detail-oriented with excellent organizational and problem-solving abilities What will set you apart Ability to thrive in a fast-paced environment and adapt to changing priorities Collaborative team player demonstrating strong interpersonal skills Analytical thinker translating data into actionable insights Adaptability and a proactive approach to embracing new challenges Ability to learn and navigate through new systems #PJPW2 #LI-Remote ***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 $49,300.00 - $67,825.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 12-04-2025 Want the latest money news and views shaping how we live, work and play? xevrcyc Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide

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. Want to make an application Make sure your CV is up to date, then read the following job specs carefully before applying. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As a Client Onboarding Specialist at Empower, you will play a pivotal role in ensuring seamless operations and exceptional client experiences by establishing new client accounts and facilitating the transfer of assets process from start to finish. Due to business needs, candidates must be able to work expected shifts of 6am - 3pm MST and/or 7am - 4pm MST. What you will do Assist clients with onboarding and other complex tasks while providing guidance and support as they navigate our platform Interact with clients regarding account setup and operational matters through conventional communication methods as well as email, chat, and video conference Address inquiries, resolve issues, and provide timely and effective solutions for clients and internal business partners Work closely with cross-functional teams on all internal and external operational matters Provide excellent customer service while meeting team goals including productivity, quality, and service quality What you will bring High School Diploma or GED required, Associate's or Bachelor's Degree Preferred A minimum of 2 years' experience in financial services operations preferred, with current knowledge of investment products and services Proven experience in roles that require critical thinking, including but not limited to client operations, customer support, or education Experience handling complex tasks while also meeting daily productivity goals Strong communication skills, both written and verbal, emphasizing clarity and empathy Detail-oriented with excellent organizational and problem-solving abilities What will set you apart Ability to thrive in a fast-paced environment and adapt to changing priorities Collaborative team player demonstrating strong interpersonal skills Analytical thinker translating data into actionable insights Adaptability and a proactive approach to embracing new challenges Ability to learn and navigate through new systems #PJPW2 #LI-Remote ***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 $49,300.00 - $67,825.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 12-04-2025 Want the latest money news and views shaping how we live, work and play? xevrcyc Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide

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 Client Onboarding Specialist at Empower, you will play a pivotal role in ensuring seamless operations and exceptional client experiences by establishing new client accounts and facilitating the transfer of assets process from start to finish. Due to business needs, candidates must be able to work expected shifts of 6am - 3pm MST and/or 7am - 4pm MST. What you will do Assist clients with onboarding and other complex tasks while providing guidance and support as they navigate our platform Interact with clients regarding account setup and operational matters through conventional communication methods as well as email, chat, and video conference Address inquiries, resolve issues, and provide timely and effective solutions for clients and internal business partners Work closely with cross-functional teams on all internal and external operational matters Provide excellent customer service while meeting team goals including productivity, quality, and service quality What you will bring High School Diploma or GED required, Associate's or Bachelor's Degree Preferred A minimum of 2 years' experience in financial services operations preferred, with current knowledge of investment products and services Proven experience in roles that require critical thinking, including but not limited to client operations, customer support, or education Experience handling complex tasks while also meeting daily productivity goals Strong communication skills, both written and verbal, emphasizing clarity and empathy Detail-oriented with excellent organizational and problem-solving abilities What will set you apart Ability to thrive in a fast-paced environment and adapt to changing priorities Collaborative team player demonstrating strong interpersonal skills Analytical thinker translating data into actionable insights Adaptability and a proactive approach to embracing new challenges Ability to learn and navigate through new systems #PJPW2 #LI-Remote ***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 $49,300.00 - $67,825.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 12-04-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide

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 Client Onboarding Specialist at Empower, you will play a pivotal role in ensuring seamless operations and exceptional client experiences by establishing new client accounts and facilitating the transfer of assets process from start to finish. Due to business needs, candidates must be able to work expected shifts of 6am - 3pm MST and/or 7am - 4pm MST. What you will do Assist clients with onboarding and other complex tasks while providing guidance and support as they navigate our platform Interact with clients regarding account setup and operational matters through conventional communication methods as well as email, chat, and video conference Address inquiries, resolve issues, and provide timely and effective solutions for clients and internal business partners Work closely with cross-functional teams on all internal and external operational matters Provide excellent customer service while meeting team goals including productivity, quality, and service quality What you will bring High School Diploma or GED required, Associate's or Bachelor's Degree Preferred A minimum of 2 years' experience in financial services operations preferred, with current knowledge of investment products and services Proven experience in roles that require critical thinking, including but not limited to client operations, customer support, or education Experience handling complex tasks while also meeting daily productivity goals Strong communication skills, both written and verbal, emphasizing clarity and empathy Detail-oriented with excellent organizational and problem-solving abilities What will set you apart Ability to thrive in a fast-paced environment and adapt to changing priorities Collaborative team player demonstrating strong interpersonal skills Analytical thinker translating data into actionable insights Adaptability and a proactive approach to embracing new challenges Ability to learn and navigate through new systems #PJPW2 #LI-Remote ***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 $49,300.00 - $67,825.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 12-04-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide

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 Client Onboarding Specialist at Empower, you will play a pivotal role in ensuring seamless operations and exceptional client experiences by establishing new client accounts and facilitating the transfer of assets process from start to finish. Due to business needs, candidates must be able to work expected shifts of 6am - 3pm MST and/or 7am - 4pm MST. What you will do Assist clients with onboarding and other complex tasks while providing guidance and support as they navigate our platform Interact with clients regarding account setup and operational matters through conventional communication methods as well as email, chat, and video conference Address inquiries, resolve issues, and provide timely and effective solutions for clients and internal business partners Work closely with cross-functional teams on all internal and external operational matters Provide excellent customer service while meeting team goals including productivity, quality, and service quality What you will bring High School Diploma or GED required, Associate's or Bachelor's Degree Preferred A minimum of 2 years' experience in financial services operations preferred, with current knowledge of investment products and services Proven experience in roles that require critical thinking, including but not limited to client operations, customer support, or education Experience handling complex tasks while also meeting daily productivity goals Strong communication skills, both written and verbal, emphasizing clarity and empathy Detail-oriented with excellent organizational and problem-solving abilities What will set you apart Ability to thrive in a fast-paced environment and adapt to changing priorities Collaborative team player demonstrating strong interpersonal skills Analytical thinker translating data into actionable insights Adaptability and a proactive approach to embracing new challenges Ability to learn and navigate through new systems #PJPW2 #LI-Remote ***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 $49,300.00 - $67,825.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 12-04-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide

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. Want to apply Read all the information about this position below, then hit the apply button. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As a Client Service Specialist, you will work directly with Empower's investment clients and Financial Advisors in a progressive thinking, technology-focused environment. You'll facilitate new accounts, money movement, maintenance, loan establishment, and using cutting-edge proprietary and third-party technology solutions. You will serve as the main point of contact providing white glove service to existing Empower Personal Wealth clients. Due to business needs, candidates that are able to work an expected shift of 8am - 5pm MST are preferred. What you will do Partner with our iCapital SME to ensure all iCapital enrollments are processed in a timely manner, no later than the month end deadline Handle cash management functions, including ACAT, wire and ACH transfers Provide excellent customer service with the ability to explain complex money movement processes to clients in a professional and efficient manner via phone, email, and text Complete all assigned service requests within stated SLA with adherence to productivity and quality guidelines Work closely with cross-functional teams on all internal and external operational matters including our broker-dealer custodian on transaction processing inquiries and ad-hoc operational items What you will bring HS Diploma or GED required; bachelor's degree preferred A minimum of 2 years' experience in financial services operations preferred, with current knowledge of investment products and services Experience with all areas of the client service aspect of investment advisory such as ACAT and IRA distributions Exposure to web-based investment service delivery. Comfortable executing a remote-delivery service model -- paperless, branchless, cloud-based infrastructure - and delivering a quality client experience that is better than face-to-face What will set you apart Excellent operational, organizational, and follow-up skills with the ability to manage and process complex operational work Proven abilities to maintain appropriate policies and procedures for regulatory-driven requirements Strong critical thinking skills to make decisions and solve problems using sound, inclusive reasoning and judgement Proactive behavior in reviewing clients' needs, taking ownership as the point of contact, and working towards a resolution in a timely manner to deliver a quality client experience Approaching a problem by using a logical, systematic, and sequential approach #PJPW2 #LI-Remote ***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 $54,200.00 - $74,600.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 12-04-2025 Want the latest money news and views shaping how we live, work and play? xevrcyc Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide

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. Want to apply Read all the information about this position below, then hit the apply button. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As a Client Service Specialist, you will work directly with Empower's investment clients and Financial Advisors in a progressive thinking, technology-focused environment. You'll facilitate new accounts, money movement, maintenance, loan establishment, and using cutting-edge proprietary and third-party technology solutions. You will serve as the main point of contact providing white glove service to existing Empower Personal Wealth clients. Due to business needs, candidates that are able to work an expected shift of 8am - 5pm MST are preferred. What you will do Partner with our iCapital SME to ensure all iCapital enrollments are processed in a timely manner, no later than the month end deadline Handle cash management functions, including ACAT, wire and ACH transfers Provide excellent customer service with the ability to explain complex money movement processes to clients in a professional and efficient manner via phone, email, and text Complete all assigned service requests within stated SLA with adherence to productivity and quality guidelines Work closely with cross-functional teams on all internal and external operational matters including our broker-dealer custodian on transaction processing inquiries and ad-hoc operational items What you will bring HS Diploma or GED required; bachelor's degree preferred A minimum of 2 years' experience in financial services operations preferred, with current knowledge of investment products and services Experience with all areas of the client service aspect of investment advisory such as ACAT and IRA distributions Exposure to web-based investment service delivery. Comfortable executing a remote-delivery service model -- paperless, branchless, cloud-based infrastructure - and delivering a quality client experience that is better than face-to-face What will set you apart Excellent operational, organizational, and follow-up skills with the ability to manage and process complex operational work Proven abilities to maintain appropriate policies and procedures for regulatory-driven requirements Strong critical thinking skills to make decisions and solve problems using sound, inclusive reasoning and judgement Proactive behavior in reviewing clients' needs, taking ownership as the point of contact, and working towards a resolution in a timely manner to deliver a quality client experience Approaching a problem by using a logical, systematic, and sequential approach #PJPW2 #LI-Remote ***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 $54,200.00 - $74,600.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 12-04-2025 Want the latest money news and views shaping how we live, work and play? xevrcyc Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide

CapCenter is seeking a Client Relations Specialist to help pursue our mission: simplifying the homeownership journey with consolidated services, transparent pricing, and most importantly, a client-centric philosophy. This is a high growth role that we actively promote into operations and sales opportunities. In the Client Relations Specialist role, you'll be the initial point of contact for CapCenter prospects who are considering CapCenter's suite of services. Client Relations Specialist respond to inbound inquiries to quickly and accurately identify which leads are qualified CapCenter prospects. Client Relations Specialists understand each inquiry's unique situation and financial goals, so that the most appropriate business unit can help them to the finish line. Here's what you'll need to know about the role, our team, and what it takes to succeed at CapCenter. You will In your first 30 days, you will: Secure an NMLS license (we'll sponsor it!) Become a subject matter expert on our multiple service lines Complete our introductory Consultative Sales training course Get hands-on training in our CRM In your first 90 days, you will: Convert sales qualified leads to our Refi, Purchase, and Real Estate teams. Get exposure to our different lead channels and learn how to best drive quality business Build on your communications and underwriting knowledge through learning modules, proprietary training, and live coaching Complete a self-assessment to build a blueprint for career progression at CapCenter You are A critical thinker: we're happy to teach the content, but you should be hungry to learn, comfortable thinking on your toes, and adept at solving problems. A communicator: most Americans buy less than five homes in their life - it's critical that you build trust, distill complex financial concepts simply, and listen actively. Self-aware: you're looking for an opportunity to develop your strengths and weaknesses Driven to help others: you want to do good Ambitious: you want to do well A college graduate with a bachelor's degree We hire for talent, not experience. You should be a solutions-oriented thinker who is not afraid to roll up your sleeves and tackle challenging problems. You'll get NMLS Certification Competitive salary, variable pay & annual bonus 401k (with matching!), health, dental, & vision Training to learn the home-ownership experience back to front. To participate in cross-functional collaboration that fosters lateral and vertical career growth The opportunity to help people through one of the most stressful and important transactions of their lives. Our culture is growth oriented. Past Client Relations Specialists have been promoted into sales, operations, team lead, and market management roles.

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 Client Service Specialist, you will work directly with Empower's investment clients and Financial Advisors in a progressive thinking, technology-focused environment. You'll facilitate new accounts, money movement, maintenance, loan establishment, and using cutting-edge proprietary and third-party technology solutions. You will serve as the main point of contact providing white glove service to existing Empower Personal Wealth clients. Due to business needs, candidates that are able to work an expected shift of 8am - 5pm MST are preferred. What you will do Partner with our iCapital SME to ensure all iCapital enrollments are processed in a timely manner, no later than the month end deadline Handle cash management functions, including ACAT, wire and ACH transfers Provide excellent customer service with the ability to explain complex money movement processes to clients in a professional and efficient manner via phone, email, and text Complete all assigned service requests within stated SLA with adherence to productivity and quality guidelines Work closely with cross-functional teams on all internal and external operational matters including our broker-dealer custodian on transaction processing inquiries and ad-hoc operational items What you will bring HS Diploma or GED required; bachelor's degree preferred A minimum of 2 years' experience in financial services operations preferred, with current knowledge of investment products and services Experience with all areas of the client service aspect of investment advisory such as ACAT and IRA distributions Exposure to web-based investment service delivery. Comfortable executing a remote-delivery service model -- paperless, branchless, cloud-based infrastructure - and delivering a quality client experience that is better than face-to-face What will set you apart Excellent operational, organizational, and follow-up skills with the ability to manage and process complex operational work Proven abilities to maintain appropriate policies and procedures for regulatory-driven requirements Strong critical thinking skills to make decisions and solve problems using sound, inclusive reasoning and judgement Proactive behavior in reviewing clients' needs, taking ownership as the point of contact, and working towards a resolution in a timely manner to deliver a quality client experience Approaching a problem by using a logical, systematic, and sequential approach #PJPW2 #LI-Remote ***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 $54,200.00 - $74,600.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 12-04-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide

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 Client Service Specialist, you will work directly with Empower's investment clients and Financial Advisors in a progressive thinking, technology-focused environment. You'll facilitate new accounts, money movement, maintenance, loan establishment, and using cutting-edge proprietary and third-party technology solutions. You will serve as the main point of contact providing white glove service to existing Empower Personal Wealth clients. Due to business needs, candidates that are able to work an expected shift of 8am - 5pm MST are preferred. What you will do Partner with our iCapital SME to ensure all iCapital enrollments are processed in a timely manner, no later than the month end deadline Handle cash management functions, including ACAT, wire and ACH transfers Provide excellent customer service with the ability to explain complex money movement processes to clients in a professional and efficient manner via phone, email, and text Complete all assigned service requests within stated SLA with adherence to productivity and quality guidelines Work closely with cross-functional teams on all internal and external operational matters including our broker-dealer custodian on transaction processing inquiries and ad-hoc operational items What you will bring HS Diploma or GED required; bachelor's degree preferred A minimum of 2 years' experience in financial services operations preferred, with current knowledge of investment products and services Experience with all areas of the client service aspect of investment advisory such as ACAT and IRA distributions Exposure to web-based investment service delivery. Comfortable executing a remote-delivery service model -- paperless, branchless, cloud-based infrastructure - and delivering a quality client experience that is better than face-to-face What will set you apart Excellent operational, organizational, and follow-up skills with the ability to manage and process complex operational work Proven abilities to maintain appropriate policies and procedures for regulatory-driven requirements Strong critical thinking skills to make decisions and solve problems using sound, inclusive reasoning and judgement Proactive behavior in reviewing clients' needs, taking ownership as the point of contact, and working towards a resolution in a timely manner to deliver a quality client experience Approaching a problem by using a logical, systematic, and sequential approach #PJPW2 #LI-Remote ***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 $54,200.00 - $74,600.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 12-04-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide

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 Client Service Specialist, you will work directly with Empower's investment clients and Financial Advisors in a progressive thinking, technology-focused environment. You'll facilitate new accounts, money movement, maintenance, loan establishment, and using cutting-edge proprietary and third-party technology solutions. You will serve as the main point of contact providing white glove service to existing Empower Personal Wealth clients. Due to business needs, candidates that are able to work an expected shift of 8am - 5pm MST are preferred. What you will do Partner with our iCapital SME to ensure all iCapital enrollments are processed in a timely manner, no later than the month end deadline Handle cash management functions, including ACAT, wire and ACH transfers Provide excellent customer service with the ability to explain complex money movement processes to clients in a professional and efficient manner via phone, email, and text Complete all assigned service requests within stated SLA with adherence to productivity and quality guidelines Work closely with cross-functional teams on all internal and external operational matters including our broker-dealer custodian on transaction processing inquiries and ad-hoc operational items What you will bring HS Diploma or GED required; bachelor's degree preferred A minimum of 2 years' experience in financial services operations preferred, with current knowledge of investment products and services Experience with all areas of the client service aspect of investment advisory such as ACAT and IRA distributions Exposure to web-based investment service delivery. Comfortable executing a remote-delivery service model -- paperless, branchless, cloud-based infrastructure - and delivering a quality client experience that is better than face-to-face What will set you apart Excellent operational, organizational, and follow-up skills with the ability to manage and process complex operational work Proven abilities to maintain appropriate policies and procedures for regulatory-driven requirements Strong critical thinking skills to make decisions and solve problems using sound, inclusive reasoning and judgement Proactive behavior in reviewing clients' needs, taking ownership as the point of contact, and working towards a resolution in a timely manner to deliver a quality client experience Approaching a problem by using a logical, systematic, and sequential approach #PJPW2 #LI-Remote ***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 $54,200.00 - $74,600.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 12-04-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide

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 Client Service Specialist, you will work directly with Empower's investment clients and Financial Advisors in a progressive thinking, technology-focused environment. You'll facilitate new accounts, money movement, maintenance, loan establishment, and using cutting-edge proprietary and third-party technology solutions. You will serve as the main point of contact providing white glove service to existing Empower Personal Wealth clients. Due to business needs, candidates that are able to work an expected shift of 8am - 5pm MST are preferred. What you will do Partner with our iCapital SME to ensure all iCapital enrollments are processed in a timely manner, no later than the month end deadline Handle cash management functions, including ACAT, wire and ACH transfers Provide excellent customer service with the ability to explain complex money movement processes to clients in a professional and efficient manner via phone, email, and text Complete all assigned service requests within stated SLA with adherence to productivity and quality guidelines Work closely with cross-functional teams on all internal and external operational matters including our broker-dealer custodian on transaction processing inquiries and ad-hoc operational items What you will bring HS Diploma or GED required; bachelor's degree preferred A minimum of 2 years' experience in financial services operations preferred, with current knowledge of investment products and services Experience with all areas of the client service aspect of investment advisory such as ACAT and IRA distributions Exposure to web-based investment service delivery. Comfortable executing a remote-delivery service model -- paperless, branchless, cloud-based infrastructure - and delivering a quality client experience that is better than face-to-face What will set you apart Excellent operational, organizational, and follow-up skills with the ability to manage and process complex operational work Proven abilities to maintain appropriate policies and procedures for regulatory-driven requirements Strong critical thinking skills to make decisions and solve problems using sound, inclusive reasoning and judgement Proactive behavior in reviewing clients' needs, taking ownership as the point of contact, and working towards a resolution in a timely manner to deliver a quality client experience Approaching a problem by using a logical, systematic, and sequential approach #PJPW2 #LI-Remote ***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 $54,200.00 - $74,600.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 12-04-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide

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 Client Onboarding Specialist at Empower, you will play a pivotal role in ensuring seamless operations and exceptional client experiences by establishing new client accounts and facilitating the transfer of assets process from start to finish. Due to business needs, candidates must be able to work expected shifts of 6am - 3pm MST and/or 7am - 4pm MST. What you will do Assist clients with onboarding and other complex tasks while providing guidance and support as they navigate our platform Interact with clients regarding account setup and operational matters through conventional communication methods as well as email, chat, and video conference Address inquiries, resolve issues, and provide timely and effective solutions for clients and internal business partners Work closely with cross-functional teams on all internal and external operational matters Provide excellent customer service while meeting team goals including productivity, quality, and service quality What you will bring High School Diploma or GED required, Associate's or Bachelor's Degree Preferred A minimum of 2 years' experience in financial services operations preferred, with current knowledge of investment products and services Proven experience in roles that require critical thinking, including but not limited to client operations, customer support, or education Experience handling complex tasks while also meeting daily productivity goals Strong communication skills, both written and verbal, emphasizing clarity and empathy Detail-oriented with excellent organizational and problem-solving abilities What will set you apart Ability to thrive in a fast-paced environment and adapt to changing priorities Collaborative team player demonstrating strong interpersonal skills Analytical thinker translating data into actionable insights Adaptability and a proactive approach to embracing new challenges Ability to learn and navigate through new systems #PJPW2 #LI-Remote ***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 $49,300.00 - $67,825.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 12-04-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide

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 Client Service Specialist, you will work directly with Empower's investment clients and Financial Advisors in a progressive thinking, technology-focused environment. You'll facilitate new accounts, money movement, maintenance, loan establishment, and using cutting-edge proprietary and third-party technology solutions. You will serve as the main point of contact providing white glove service to existing Empower Personal Wealth clients. Due to business needs, candidates that are able to work an expected shift of 8am - 5pm MST are preferred. What you will do Partner with our iCapital SME to ensure all iCapital enrollments are processed in a timely manner, no later than the month end deadline Handle cash management functions, including ACAT, wire and ACH transfers Provide excellent customer service with the ability to explain complex money movement processes to clients in a professional and efficient manner via phone, email, and text Complete all assigned service requests within stated SLA with adherence to productivity and quality guidelines Work closely with cross-functional teams on all internal and external operational matters including our broker-dealer custodian on transaction processing inquiries and ad-hoc operational items What you will bring HS Diploma or GED required; bachelor's degree preferred A minimum of 2 years' experience in financial services operations preferred, with current knowledge of investment products and services Experience with all areas of the client service aspect of investment advisory such as ACAT and IRA distributions Exposure to web-based investment service delivery. Comfortable executing a remote-delivery service model -- paperless, branchless, cloud-based infrastructure - and delivering a quality client experience that is better than face-to-face What will set you apart Excellent operational, organizational, and follow-up skills with the ability to manage and process complex operational work Proven abilities to maintain appropriate policies and procedures for regulatory-driven requirements Strong critical thinking skills to make decisions and solve problems using sound, inclusive reasoning and judgement Proactive behavior in reviewing clients' needs, taking ownership as the point of contact, and working towards a resolution in a timely manner to deliver a quality client experience Approaching a problem by using a logical, systematic, and sequential approach #PJPW2 #LI-Remote ***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 $54,200.00 - $74,600.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 12-04-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide