Large

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.

Finance

Empower

You need a Bachelor's degree or equivalent, 2 years of relevant experience, strong interpersonal skills, teamwork ability, MS Office knowledge, ATS/HRIS experience, and flexibility for overnight hours.

You will support recruiting, maintain metrics, manage social media content, schedule interviews, assist with training materials, coordinate career events, and handle other tasks as assigned.

Marketing

People, HR & Administration

Manila

<div><div>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.</div><div>
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.</div><div>
Under general supervision, provides direct support to HR Talent Acquisition Team with administrative support for recruitment marketing, sourcing, interview coordination, pre-employment testing, document management, analytics, and reporting.<br>
<br>
What you will do</div><ul><li>
Provides support to recruiting staff for sourcing, scheduling, and conducting preliminary interviews. Provides support for special projects and programs as needed by the talent acquisition function. Maintains talent acquisition metrics and reporting.</li><li>
Provides administrative and recruitment marketing support for the Talent Acquisition team. Collaborates with HR team and marketing to post content on social media sites, Glassdoor, LinkedIn and other social networking sites. Executes internal employee campaigns to increase Glassdoor rating. Coordinates and manages content as needed.</li><li>
Schedules interviews and other pre-employment requirements. Assists with invoice processing.</li><li>
Assist with creation and distribution of hiring manager training and resources</li><li>
Assists with coordinating and posting internal communications, including intranet site, Chatter, posters and flyers.</li><li>
Assists with coordination and execution of career events.</li><li>
Other duties as assigned</li></ul><div><br>
What you will bring</div><ul><li>
Bachelor&rsquo;s Degree in a related field or equivalent experience.</li><li>
Two years of relevant work experience.</li><li>
Experience with recruiting, sourcing and/or marketing preferred.</li><li>
Strong interpersonal and writing skills; ability to work in a team environment.</li><li>
Ability to effectively collaborate with cross functional group to implement recruiting processes and programs.</li><li>
Proven success in working in a fast-paced environment.</li><li>
Broad knowledge of MS Office</li><li>
Experience with HRIS and ATS systems preferred.</li><li>
Experience with Workday a plus.</li><li>
Fluent in English</li><li>
Able to work overnight hours as needed</li></ul><div></div><div><br>
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.</div></div>

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 general supervision, provides direct support to HR Talent Acquisition Team with administrative support for recruitment marketing, sourcing, interview coordination, pre-employment testing, document management, analytics, and reporting.

What you will do
Provides support to recruiting staff for sourcing, scheduling, and conducting preliminary interviews. Provides support for special projects and programs as needed by the talent acquisition function. Maintains talent acquisition metrics and reporting.
Provides administrative and recruitment marketing support for the Talent Acquisition team. Collaborates with HR team and marketing to post content on social media sites, Glassdoor, LinkedIn and other social networking sites. Executes internal employee campaigns to increase Glassdoor rating. Coordinates and manages content as needed.
Schedules interviews and other pre-employment requirements. Assists with invoice processing.
Assist with creation and distribution of hiring manager training and resources
Assists with coordinating and posting internal communications, including intranet site, Chatter, posters and flyers.
Assists with coordination and execution of career events.
Other duties as assigned
What you will bring
Bachelor’s Degree in a related field or equivalent experience.
Two years of relevant work experience.
Experience with recruiting, sourcing and/or marketing preferred.
Strong interpersonal and writing skills; ability to work in a team environment.
Ability to effectively collaborate with cross functional group to implement recruiting processes and programs.
Proven success in working in a fast-paced environment.
Broad knowledge of MS Office
Experience with HRIS and ATS systems preferred.
Experience with Workday a plus.
Fluent in English
Able to work overnight hours as needed
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.

Coord Talent Acquisition - Empower

Coord Talent Acquisition

You need 1+ years in financial services customer support, call center experience, Series 6/7 & 63, strong communication skills, tech-savvy, and knowledge of trading and retirement rules.

You will engage with customers via calls, manage service requests, provide product guidance, ensure satisfaction, educate on financial solutions, and navigate multiple systems effectively.

Customer Relations

Banking & Finance

<div><div>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.</div><div>
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.</div><div>
The Premier Client Service Associate handles inbound calls from existing customers in Empower&rsquo;s Premier Retail products. The primary goal is to support callers with all aspects of their account needs. The Premier Associate will provide exceptional customer service and support to our clients, addressing their inquiries, and resolving issues in a timely and efficient manner. They will also have a firm understanding of current financial markets and retirement account operations.</div><div></div><div>
What you will do</div><ul><li>
Engage with customers via inbound calls, responding to their inquiries and providing product and service level guidance on retail products</li><li>
Deliver professional service with a pleasant demeanor and strong communication skills</li><li>
Manage a wide array of service requests including account maintenance, asset movement, facilitating trades and withdrawal requests</li><li>
Learn, maintain, and demonstrate detailed knowledge of Empower&rsquo;s customer experience, product offerings and processes</li><li>
Deliver a responsive client experience by taking ownership, delivering accurate information, and collaborating with internal business partners</li><li>
Create a positive service experience by confidently navigating problems and finding solutions independently</li><li>
Navigate between multiple systems, internal modes of communication and resources while simultaneously engaging in client phone calls</li><li>
Achieve and maintain a high level of customer satisfaction and performance metrics</li><li>
Educate customers on financial solutions and tools offered by Empower</li></ul><div></div><div>
What you will bring</div><ul><li>
Minimum of 1+ years customer service experience in the financial services industry</li><li>
Previous call center experience</li><li>
Demonstrated enthusiasm for providing quality service in a professional environment</li><li>
Strong active listening and verbal communication skills to support our diverse customer base</li><li>
Ability to use, navigate, and troubleshoot technology and operate multiple technology platforms simultaneously</li><li>
FINRA Series 6 or 7 and Series 63 required</li><li>
FINRA fingerprinting upon hire</li></ul><div></div><div>
What will set you apart</div><ul><li>
Ability to work in a fast paced, client-driven call center with a cheerful demeanor</li><li>
Retail, IRA, and/or 401(k) customer service experience</li><li>
Brokerage experience</li><li>
Experience with trading in equities, fixed income, and option</li><li>
Pershing/NetX360 experience</li><li>
In-depth knowledge of Financial Industry including Brokerage, Trading, and Retirement Rules</li></ul><div>
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.</div></div>

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.
The Premier Client Service Associate handles inbound calls from existing customers in Empower’s Premier Retail products. The primary goal is to support callers with all aspects of their account needs. The Premier Associate will provide exceptional customer service and support to our clients, addressing their inquiries, and resolving issues in a timely and efficient manner. They will also have a firm understanding of current financial markets and retirement account operations.
What you will do
Engage with customers via inbound calls, responding to their inquiries and providing product and service level guidance on retail products
Deliver professional service with a pleasant demeanor and strong communication skills
Manage a wide array of service requests including account maintenance, asset movement, facilitating trades and withdrawal requests
Learn, maintain, and demonstrate detailed knowledge of Empower’s customer experience, product offerings and processes
Deliver a responsive client experience by taking ownership, delivering accurate information, and collaborating with internal business partners
Create a positive service experience by confidently navigating problems and finding solutions independently
Navigate between multiple systems, internal modes of communication and resources while simultaneously engaging in client phone calls
Achieve and maintain a high level of customer satisfaction and performance metrics
Educate customers on financial solutions and tools offered by Empower
What you will bring
Minimum of 1+ years customer service experience in the financial services industry
Previous call center experience
Demonstrated enthusiasm for providing quality service in a professional environment
Strong active listening and verbal communication skills to support our diverse customer base
Ability to use, navigate, and troubleshoot technology and operate multiple technology platforms simultaneously
FINRA Series 6 or 7 and Series 63 required
FINRA fingerprinting upon hire
What will set you apart
Ability to work in a fast paced, client-driven call center with a cheerful demeanor
Retail, IRA, and/or 401(k) customer service experience
Brokerage experience
Experience with trading in equities, fixed income, and option
Pershing/NetX360 experience
In-depth knowledge of Financial Industry including Brokerage, Trading, and Retirement Rules
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.

Assoc Premier Client Service - Empower

Assoc Premier Client Service

You need a high school diploma, 2 years of experience, FINRA 6 & 63 registrations, flexible schedule, and a customer-focused approach with discretion for rollovers and transfers.

You will make and receive calls to help consolidate retirement savings, provide expert guidance on retirement plans, and enhance customer satisfaction in a fast-paced call center.

Sales & Business Development

<div><div>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.</div><div>
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.</div><div>
The Retirement Consultant &ndash; Roll In (Consultant) will drive consolidation of assets into proprietary employer sponsored retirement plans by acting as a single point of contract, educator, and consultant for individual customers throughout the entirety of the process. Consultants must maintain and manage their book of business ranging from 150 &ndash; 350 customers. Consultants will work autonomously to maintain their book of business and provide positive outcomes and experiences for customers. This includes but is not limited to scheduling meetings with individual customers, holding conference calls with contra firms &amp; customers, providing individualized education and support throughout the consolidation process. They must independently and effectively manage a high volume of scheduled meetings, inbound calls, outbound calls, and emails correspondence with customers while making themselves available to receive real-time warm handoffs of newly generated leads from call centers. Consultants will assist customers with any Rollover, Exchange, or Transfer to ensure the process is completed properly by both the contra firm and Empower. When challenges/hurdles arise within the process, they must develop solutions for unique problems/opportunities required to complete the transaction. All Consultants are required to achieve daily, weekly, and monthly asset targets and are tasked with consolidating approximately 1,550 accounts, or more, annually.</div><div></div><div>
What you will do</div><ul><li>
Place outbound calls to and handle inbound calls from our participant base, with the objective of consolidating their retirement savings into their employer sponsored plan with Empower.</li><li>
Demonstrate expertise in retirement investment vehicles, especially 401(k), 403(b), 457b, 401(a), and IRA.</li><li>
Provide exceptional service required for the administration of the rollover process, and develop solutions for unique problems/situations</li><li>
Service rollover relationship from opportunity handoff through close, increasing participant touch, satisfaction, and loyalty</li><li>
Answer customer questions and concerns about retirement planning as necessary</li><li>
Request educational and marketing material for participants as necessary</li><li>
Build team camaraderie and focus efforts toward a shared goal objective</li><li>
Thrive in a fast-paced, performance-oriented call center environment</li></ul><div></div><div>
What you will bring</div><ul><li>
High School diploma or GED</li><li>
2 years of experience</li><li>
FINRA 6 &amp; 63 registrations required within corporate-established timelines</li><li>
FINRA Fingerprinting</li><li>
Ability to work within a flexible call center schedule and environment</li><li>
Prior telephone experience preferred</li><li>
Customer-focused, outward approach to delivery of retail asset gathering opportunities highly desired</li><li>
Strong desire to meet the needs of internal and external customers preferred</li><li>
Retirement Consultant - Roll Ins are required to exercise discretion and independent judgement when assisting customers with any Rollover, Exchange, or Transfer to ensure the process is completed properly by both the contra firm and Empower.</li></ul><div></div><div>
This job description is not intended to be an comprehensive 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.</div><div></div><div>
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.</div></div>

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.
The Retirement Consultant – Roll In (Consultant) will drive consolidation of assets into proprietary employer sponsored retirement plans by acting as a single point of contract, educator, and consultant for individual customers throughout the entirety of the process. Consultants must maintain and manage their book of business ranging from 150 – 350 customers. Consultants will work autonomously to maintain their book of business and provide positive outcomes and experiences for customers. This includes but is not limited to scheduling meetings with individual customers, holding conference calls with contra firms & customers, providing individualized education and support throughout the consolidation process. They must independently and effectively manage a high volume of scheduled meetings, inbound calls, outbound calls, and emails correspondence with customers while making themselves available to receive real-time warm handoffs of newly generated leads from call centers. Consultants will assist customers with any Rollover, Exchange, or Transfer to ensure the process is completed properly by both the contra firm and Empower. When challenges/hurdles arise within the process, they must develop solutions for unique problems/opportunities required to complete the transaction. All Consultants are required to achieve daily, weekly, and monthly asset targets and are tasked with consolidating approximately 1,550 accounts, or more, annually.
What you will do
Place outbound calls to and handle inbound calls from our participant base, with the objective of consolidating their retirement savings into their employer sponsored plan with Empower.
Demonstrate expertise in retirement investment vehicles, especially 401(k), 403(b), 457b, 401(a), and IRA.
Provide exceptional service required for the administration of the rollover process, and develop solutions for unique problems/situations
Service rollover relationship from opportunity handoff through close, increasing participant touch, satisfaction, and loyalty
Answer customer questions and concerns about retirement planning as necessary
Request educational and marketing material for participants as necessary
Build team camaraderie and focus efforts toward a shared goal objective
Thrive in a fast-paced, performance-oriented call center environment
What you will bring
High School diploma or GED
2 years of experience
FINRA 6 & 63 registrations required within corporate-established timelines
FINRA Fingerprinting
Ability to work within a flexible call center schedule and environment
Prior telephone experience preferred
Customer-focused, outward approach to delivery of retail asset gathering opportunities highly desired
Strong desire to meet the needs of internal and external customers preferred
Retirement Consultant - Roll Ins are required to exercise discretion and independent judgement when assisting customers with any Rollover, Exchange, or Transfer to ensure the process is completed properly by both the contra firm and Empower.
This job description is not intended to be an comprehensive 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.

Retirement Consultant - Roll In - Empower

Retirement Consultant - Roll In

You need a bachelor’s degree or 4 years’ experience, FINRA registrations, 3 years’ customer service in finance, MS Office skills, IRA knowledge, and overnight availability.

You will conduct quality reviews, handle complex calls, provide training and support, analyze reports, identify service gaps, and mentor team members while managing various transactions and projects.

<div><div>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.</div><div>
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.</div><div>
This position is responsible for providing support to the Consolidation Support team. The primary goal is to provide day-to-day support for Workplace Solutions &amp; Advisory representatives, assisting with complex transactions and questions in the money movement process. The Consolidation Support Team Lead is seen as the subject matter expert related to the transfer and roll-in process. The Lead will be expected to take a leadership role within mentoring and training of new hires. Other responsibilities include developing training and procedures, team recognition, workflow management, reporting, various projects, quality review/coaching, and acting as a knowledge resource on the team.</div><div></div><div>
What you will do:</div><ul><li>
Provides daily quality reviews on complex/high dollar transactions</li><li>
Monitors assigned queues to ensure all items are completed; provides coaching as needed to team</li><li>
Handles most complex calls across all business functions</li><li>
Reviews and provides analysis of specific department reports</li><li>
Maintains knowledge required to act as multi-functional representative, performing at an advanced level and serving as a subject matter expert</li><li>
Handles escalated calls for all functions</li><li>
Identifies service gaps and training opportunities</li><li>
Serves as a Subject Matter Expert; facilitates team trainings</li><li>
Maintains and updates resources and training materials</li><li>
Provides training to new employees</li><li>
Provides Team Chat coverage and demonstrates subject matter expertise on multiple functions</li><li>
Ability to resolves issues timely and work across business lines</li><li>
Reviews calls to assist with escalated situations</li><li>
Provide ongoing mentoring and support to team members</li><li>
Implements and executes projects and special assignments</li></ul><div></div><div>
What you will bring:</div><ul><li>
Bachelor&rsquo;s degree or an equivalent combination of education and professional work experience</li><li>
With no degree, a minimum four years of directly related experience is required.</li><li>
FINRA SIE, Series 6 and 63 registrations required within corporate-established timelines</li><li>
FINRA Fingerprinting required</li><li>
3 years of customer service experience, preferably in a financial service-related field.</li><li>
Experience managing multiple priorities and ability to handle stressful situations and people daily</li><li>
Basic working knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint, Excel, etc.) and various file manipulation skills on a PC</li><li>
Understanding of our product offerings, brokerage, and mutual fund industries.</li><li>
Basic understanding of IRAs, retirement investment products/services and the qualified retirement plan environment</li><li>
Effective written and verbal skills</li><li>
Uses existing procedures to solve routine or standard problems; applies limited judgment and discretion</li><li>
Motivated, self-starter with the interest to learn new information quickly and independently</li><li>
Fluent English</li><li>
Ability to work overnight hours</li></ul><div></div><div>
Normal Office Working Conditions: this job operates in a professional office environment and routinely uses standard office equipment.</div><div></div><div>
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.</div><div>
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.</div></div>

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.
This position is responsible for providing support to the Consolidation Support team. The primary goal is to provide day-to-day support for Workplace Solutions & Advisory representatives, assisting with complex transactions and questions in the money movement process. The Consolidation Support Team Lead is seen as the subject matter expert related to the transfer and roll-in process. The Lead will be expected to take a leadership role within mentoring and training of new hires. Other responsibilities include developing training and procedures, team recognition, workflow management, reporting, various projects, quality review/coaching, and acting as a knowledge resource on the team.
What you will do:
Provides daily quality reviews on complex/high dollar transactions
Monitors assigned queues to ensure all items are completed; provides coaching as needed to team
Handles most complex calls across all business functions
Reviews and provides analysis of specific department reports
Maintains knowledge required to act as multi-functional representative, performing at an advanced level and serving as a subject matter expert
Handles escalated calls for all functions
Identifies service gaps and training opportunities
Serves as a Subject Matter Expert; facilitates team trainings
Maintains and updates resources and training materials
Provides training to new employees
Provides Team Chat coverage and demonstrates subject matter expertise on multiple functions
Ability to resolves issues timely and work across business lines
Reviews calls to assist with escalated situations
Provide ongoing mentoring and support to team members
Implements and executes projects and special assignments
What you will bring:
Bachelor’s degree or an equivalent combination of education and professional work experience
With no degree, a minimum four years of directly related experience is required.
FINRA SIE, Series 6 and 63 registrations required within corporate-established timelines
FINRA Fingerprinting required
3 years of customer service experience, preferably in a financial service-related field.
Experience managing multiple priorities and ability to handle stressful situations and people daily
Basic working knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint, Excel, etc.) and various file manipulation skills on a PC
Understanding of our product offerings, brokerage, and mutual fund industries.
Basic understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
Effective written and verbal skills
Uses existing procedures to solve routine or standard problems; applies limited judgment and discretion
Motivated, self-starter with the interest to learn new information quickly and independently
Fluent English
Ability to work overnight hours
Normal Office Working Conditions: this job operates in a professional office environment and routinely uses standard office equipment.
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.

Lead Specialist Retirement Service & Support - Empower

Lead Specialist Retirement Service & Support

You need a relevant degree or equivalent experience, FINRA SIE and Series 7, Microsoft Office skills, and strong communication. Occasional travel required.

You will evaluate calls, provide feedback, document issues, track performance metrics, facilitate training, and update evaluation methodologies in collaboration with various internal teams.

<div><div>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.</div><div>
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.</div><div>
The primary responsibility of the Quality Assurance Specialist EPW (Empower Personal Wealth) is to monitor and provide feedback on the quality of phone interactions with participants by evaluating calls of representatives and advisors. This is to ensure compliance with policies and procedures, rules and regulations of the financial services industry.</div><div><br>
What you will do</div><ul><li>
Provide continuous call evaluation feedback to EPW representatives and advisors through written evaluations and review with their managers.</li><li>
Document and escalate call monitoring issues to management as necessary.</li><li>
Evaluate representatives and advisors&rsquo; calls using the quality monitoring data management system to compile and track performance at an individual level.</li><li>
Extract and organize metrics to create month-end reporting and analysis on call monitoring results for internal quality reports, including the following: facilitate call calibration exercises to validate that calls are monitored consistently among the Quality Assurance Specialists. Partner with internal resources (Compliance, Legal, Supervision, Training) to ensure training, resources and feedback includes thorough and accurate information; identify performance gap trends, conduct need/skill gap analysis, contribute to appropriate learning solutions and documentation support.</li><li>
Review and update call evaluation methodologies based on industry and/or internal process changes.</li><li>
Participate in various projects by assisting with organization of training related projects, which includes developing training materials, attending meetings, facilitating training for new representatives, advisors and managers as it relates to call evaluation methodology or other topics as necessary.</li></ul><div></div><div>
What you will bring</div><ul><li>
Bachelor&rsquo;s Degree in related discipline or equivalent work experience in retirement / wealth management / financial service industry</li><li>
FINRA SIE and Series 7 required within corporate established timelines.</li><li>
FINRA fingerprinting required.</li><li>
Working knowledge of retirement plan and retail investment and advisory products preferred</li><li>
Intermediate skills using Microsoft Office products</li><li>
Sound reasoning and critical thinking</li><li>
Excellent written and verbal communication skills</li><li>
Fluent English</li><li>
Occasional overnight travel may be required 2-3 times annually.</li></ul><div>
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.</div></div>

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.
The primary responsibility of the Quality Assurance Specialist EPW (Empower Personal Wealth) is to monitor and provide feedback on the quality of phone interactions with participants by evaluating calls of representatives and advisors. This is to ensure compliance with policies and procedures, rules and regulations of the financial services industry.
What you will do
Provide continuous call evaluation feedback to EPW representatives and advisors through written evaluations and review with their managers.
Document and escalate call monitoring issues to management as necessary.
Evaluate representatives and advisors’ calls using the quality monitoring data management system to compile and track performance at an individual level.
Extract and organize metrics to create month-end reporting and analysis on call monitoring results for internal quality reports, including the following: facilitate call calibration exercises to validate that calls are monitored consistently among the Quality Assurance Specialists. Partner with internal resources (Compliance, Legal, Supervision, Training) to ensure training, resources and feedback includes thorough and accurate information; identify performance gap trends, conduct need/skill gap analysis, contribute to appropriate learning solutions and documentation support.
Review and update call evaluation methodologies based on industry and/or internal process changes.
Participate in various projects by assisting with organization of training related projects, which includes developing training materials, attending meetings, facilitating training for new representatives, advisors and managers as it relates to call evaluation methodology or other topics as necessary.
What you will bring
Bachelor’s Degree in related discipline or equivalent work experience in retirement / wealth management / financial service industry
FINRA SIE and Series 7 required within corporate established timelines.
FINRA fingerprinting required.
Working knowledge of retirement plan and retail investment and advisory products preferred
Intermediate skills using Microsoft Office products
Sound reasoning and critical thinking
Excellent written and verbal communication skills
Fluent English
Occasional overnight travel may be required 2-3 times annually.
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.

Empower

Mission