Empower · 1 day ago
Client Service Specialist - Specialty Team
United States
Full-time
Remote
Entry, Mid Level
$55K/yr - $76K/yr
2+ years expEmpower is a company focused on transforming financial lives by providing a flexible work environment and emphasizing internal mobility. The Client Service Specialist – Specialty Team will work directly with investment clients and Financial Advisors, facilitating account management and providing exceptional customer service in a technology-driven setting.
Employee BenefitsNon ProfitSocial
No H1B
Responsibilities
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
Qualification
Required
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
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
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
Preferred
A bachelor's degree
A minimum of 2 years' experience in financial services operations
Current knowledge of investment products and services
Benefits
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.
Company
Empower
EMPower is a non-governmental agency for social well being.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
KC Waldron
Chief Compliance Officer
Roger Hobby
EVP
Recent News
2026-01-22
2025-10-27
2025-10-17
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