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.
fund and fee change requests. Handles complex inquiries and problem resolution. Has solid expertise/
knowledge/skills to contribute to development and execution of company objectives.
- Position requires that individual has exceeded required metrics in both team productivity and quality goals.
- Acts as first line of contact for all internal lines of business-including internal and external
- Relationship Managers, Client Service Managers, Trading, Communication Strategists and managers regarding plan-initiated fund and fee changes.
- Participate in projects that impact the fund and fee change organization-internal and external.
- Support technology enhancements-act as a Subject Matter Expert (SME) for providing requirements, performing testing, and implementation of the enhancement.
- Responsible for taking a leadership role on the team-includes training others, and providing guidance, determining methods and procedures.
- Provides prompt, thorough and professional responses to inquiries around team processes and procedures.
- Handles escalated issues as needed.
- Strong knowledge of standard processes and issue resolution.
- Demonstrates high level of autonomy and degree of decision making, escalating high impact decisions to management while using general instructions to perform assigned tasks.
- Interacts with a wide audience, including senior leadeRs and front-line staff, as well as special projects teams, vendors, and other internal and external outside entities.
- 4-year degree or equivalent experience.
- FINRA fingerprinting required.
- 3-4 Years of financial services experience.
- Demonstrated quality customer services skills.
- Attention to detail Superior written and verbal communication skills.
- Ability to facilitate the research and resolution of problems.
- Multi-tasking ability, superior customer service skills and communication skills.
- Positively embraces change and takes initiative; not afraid to look deeper or think outside of the box.
- This job operates in a professional office environment.
- This role routinely uses standard office equipment such as but not limited to; computers, phones, photocopiers and filing cabinets.
- While performing the duties of this job, the employee is regularly required to concentrate, talk and hear.
- This role is regularly required to type, reach with hands and arms, sit for long periods of time, read, write, listen, verbally communicate, present information, respond to questions, problem solve, concentrate and tolerate stress.
- Many duties will be done while sitting at a desk and working on a computer.
This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of
the job. The employer has the right to revise this job description at any time. You will be evaluated in part
based on your performance of the responsibilities and/or tasks listed in this job description. You may be
required perform other duties that are not included on this job description. The job description is not a
contract for employment, and either you or the employer may terminate employment at any time, for any
reason
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, 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.
Skills Required
- Exceeded required metrics in both team productivity and quality goals
- 4-year degree or equivalent experience
- FINRA fingerprinting required
- 3-4 years of financial services experience
- Demonstrated quality customer service skills
- Superior written and verbal communication skills and attention to detail
- Ability to facilitate research and resolution of problems and handle escalations
- Experience training others, providing guidance, and acting as a subject matter expert on processes/technology
Empower (empower) Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Empower (empower) and has not been reviewed or approved by Empower (empower).
-
Retirement Support — A 401(k) match up to 6% plus potential discretionary contributions and no‑cost financial planning signal strong retirement support. This focus on retirement consistently elevates the value of the total rewards package.
-
Healthcare Strength — Comprehensive medical, dental, and vision coverage with mental‑health resources, wellness incentives, and HSA contributions indicates a robust health offering. Multiple plan options and supportive services (such as virtual care and second opinions) expand access and utility.
-
Leave & Time Off Breadth — PTO programs (including Responsible Time for exempt roles), paid holidays, floating days, and paid volunteer hours offer strong time‑off coverage. These features contribute materially to overall compensation value.
Empower (empower) Insights
What We Do
Built on a foundation of trust, integrity and promise, we proudly serve over 71,000 outstanding organizations and more than 17 million individuals. ¹ We take great pride in helping people with saving, investing and advice, while providing them with the tools and resources they need to help reach their financial goals. We’re continuing to grow — and innovate — every day. Our mission is to empower financial freedom for all. That mission starts by delivering advice, personalized guidance and critical support. We strive to meet the unique needs of everyone we serve and embrace the opportunity to inspire them along their journey. Disclosures: https://www.empower.com/social-media
