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Client Relations Specialist in Financial Services

2 months ago

Englewood, Colorado, United States Empower Retirement Full time

Advance your career with a dynamic organization

At Empower Retirement, we are dedicated to assisting individuals in achieving their long-term financial aspirations and providing tailored wealth management solutions. Every team member plays a crucial role in enhancing the lives of our clients. The satisfaction derived from this work is unparalleled, and you will have the opportunity to support meaningful causes while thriving in an inclusive workplace. Your journey begins here.

Job Overview Your Responsibilities

Collaborate with a dedicated team and embark on your financial services career within our call center. If you are new to the field, we offer a comprehensive paid training program along with ongoing coaching to help you excel in your role and advance your career. Partner with our team and clients to:

  • Deliver exceptional service to customers managing their retirement savings accounts
  • Inform and empower clients without engaging in cold calling or sales
  • Communicate important updates and changes regarding their plans
  • Facilitate contribution modifications, loans, and withdrawals
  • Implement general account modifications as directed by the customer
Your Qualifications
  • Willingness to work a 40-hour week, including non-traditional hours, Monday through Friday, with occasional Saturdays
  • Associate's degree or higher AND at least one year of customer service experience (which may include food service, retail, hospitality, teaching, military, or banking) OR two or more years of customer service experience
  • FINRA Series 6 and 63 or equivalent licensure
What Makes You Stand Out
  • Experience in financial services or call center environments
  • A strong commitment to delivering high-quality customer service
  • A genuine interest in engaging with clients over the phone
  • The ability to adjust communication styles to meet the needs of a diverse clientele
  • Attention to detail and a capacity to learn and apply financial industry policies and procedures
Essential Internet Requirements:

To ensure your success, you will need to provide a reliable high-speed internet connection with a wired setup, as well as a suitable workspace in your home for training and uninterrupted work. All necessary computer equipment, headsets, and training materials will be supplied.

  • A minimum internet speed of 50Mbps download and 10Mbps upload is required for optimal voice quality
  • Associates must connect their computers directly to a modem or router using an Ethernet cable to ensure consistent voice quality
What We Offer

We provide a comprehensive range of diverse and inclusive benefits, regardless of your career stage. We believe that supporting our employees in leading healthy, balanced lives enhances their work performance.

  • Medical, dental, vision, and life insurance
  • Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential discretionary contributions, and a broad investment lineup
  • Tuition reimbursement up to $5,250/year
  • Business-casual environment with 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) - internal networks that focus on common interests, experiences, and identities, playing a vital role in educating and engaging our workforce

Base Salary Range

$41,000 - $57,650.00. This range reflects the typical minimum to maximum base salary for this position. Non-sales roles may participate in a bonus program, while sales positions may be eligible for sales incentives and bonuses based on individual performance. Actual compensation may vary based on geographic location, work experience, education, licensure requirements, and skill level, and will be finalized at the time of offer.

We are an equal opportunity employer committed to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), 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.