Working remotely in a full-time capacity, the Client Service Specialist will manage client accounts, facilitate money movement, and provide exceptional service to Empower's investment clients and Financial Advisors using advanced technology solutions. Key responsibilities Partner with iCapital SME to ensure timely processing of enrollments Handle cash management functions, including ACAT, wire, and ACH transfers Complete service requests within stated SLA while collaborating with cross-functional teams on operational matters Required qualifications High School Diploma or GED required; Bachelor's degree preferred Minimum of 2 years' experience in financial services operations preferred Experience with client service aspects of investment advisory, including ACAT and IRA distributions Exposure to web-based investment service delivery in a remote environment Proven ability to maintain policies and procedures for regulatory requirements
Client Service Specialist in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.