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.
Under minimal supervision, serves as the first line of contact for internal partners regarding plan-initiated
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.
Essential Functions
- 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.
Qualifications
- 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.
