What are the responsibilities and job description for the Client Service Specialist position at Empower Retirement?
A company is looking for a Client Service Specialist to provide exceptional service to investment clients and Financial Advisors in a technology-focused environment.Key ResponsibilitiesHandle cash management functions, including ACAT, wire, and ACH transfers, while explaining money movement processes to clientsFacilitate third-party calls and assist clients in completing necessary documentation for account managementComplete assigned service requests within stated SLA and coordinate with broker-dealer custodians on client operational mattersRequired QualificationsHigh School Diploma or GED required; Bachelor's degree preferredA minimum of 2 years' experience in financial services operations preferredExperience with client service aspects of investment advisory, including ACAT and IRA distributionsExposure to web-based investment service delivery and remote service modelsProven ability to maintain regulatory-driven policies and procedures
