Description

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 Associate Client Service Manager supports plan sponsors, advisors, partners and third-party administrators. Accountable for overall delivery of service to our clients. Manages daily communications with internal and external parties to maintain strong client relationships; manages and coordinates inquiries and addresses issues within required timeframes.

What You Will Do

• Support plan sponsors, advisors, partners, and third-party administrators (TPAs) by providing timely and accurate service related to retirement plan administration.
• Manage day-to-day communications with internal and external stakeholders to maintain strong client relationships and resolve inquiries within established service timeframes.
• Proactively follow up on outstanding client issues with internal functional teams and external stakeholders.
• Research and resolve inquiries related to contributions, loans, distributions, enrollment, payroll support, compliance, audits, reporting, and general retirement plan administration.
• Track issues through resolution and keep clients informed of progress, status, and next steps.
• Resolve straightforward client inquiries and escalate complex issues to senior team members as appropriate.
• Educate clients on retirement plan provisions and functionality available through plan sponsor and participant websites and EIVR.
• Promptly coordinate escalated issues with appropriate internal teams.
• Promote client self-service and provide education on available functionality and resources within the Plan Sponsor Service Center.
• Assist senior team members with the coordination and completion of client service and plan administration activities.

What You Will Bring

• High school diploma.
• 0-1 year of experience in the financial services industry.
• Knowledge of the Employee Retirement Income Security Act (ERISA), U.S. Department of Labor (DOL), and applicable Internal Revenue Service (IRS) regulations related to retirement plans.
• Authorization to work for any employer in the U.S. without current or future employer sponsorship, including CPT/OPT.
• FINRA Fingerprinting required. The posting references financial services and retirement plans but does not currently include fingerprinting language; add this if FINRA fingerprinting applies to the position.

What Will Set You Apart

• Knowledge of Microsoft Office Suite.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities, prioritize work effectively, and problem-solve.
• Experience supporting 401(k) or other defined contribution retirement plans.
• Experience providing client service to plan sponsors, advisors, or third-party administrators.

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.