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.
Specialist in Fees and Billing team is responsible to set up and maintain the explicitly billed and debited plan or participant fees, onetime fees, and ongoing fee/billing rules- Completes processing steps as documented within standard operating procedures
- Research issues identified using the EASY system, working with case managers, relationship managers and others as needed
- This includes making recommendations for corrective actions to resolve issues identified
- Participates in adhoc projects within team as needed
- Escalate all issues promptly and effectively to supervisor
- Delivering superior results quickly and efficiently, utilizing effective time management skills.
- Bachelor’s Degree in Finance, Accounting or Economics is a must
- 1 to 4 years of total experience in any financial related services preferred
- Knowledge of Fees & Billing, Invoices, Accounts receivables, Payables, Fund Operations and Revenues preferred
- Detail oriented and able to work on research-oriented tasks within prescribed deadlines
- Basic knowledge of Microsoft excel is preferred
- Basic understanding of 401K will be added advantage
- Strong analytical/problem solving, written and verbal communication skills
- Flexible schedule
- Excellent time management
- Ability to multi-task, prioritize, and problem-solve effectively
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.
Top Skills
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
