Financial Service Representative

Position Overview:

Serves as the primary operational contact, representing Empower Retirement for a specified block of retirement plans. Accountable for overall delivery of service to our plan sponsors, advisors, partners and third-party administrators. Manages daily communications with internal and external parties to maintain and develop strong client relationships; manages and coordinates plan administration; leads client meetings and/or conference calls; proactively maintains plan issues history/log and addresses these items within required timeframes.

What you will do:

• Proactively follows up on outstanding issues with internal functional areas as well as with external clients. Typical issues may be related to: plan set-up, plan documents, contributions, loans, distributions, enrollment, coordination of plan-level contact or plan changes, product.
• changes, fund adds/eliminations, plan amendments, statement reviews, banking/division/pay center changes, forms customization or updates, payroll support, and pricing changes/recoveries.
• Proactively addresses and communicates essential recordkeeping information to stakeholders during each plan year, including but not limited to, compliance testing results, plan amendment requests, plan design issues, regulatory changes, product enhancements, and new website functionality.
• Ensures issues are being resolved and clients are kept apprised of progress ensuring highest level of client service and satisfaction. Typically handles moderately complex problems/issues and refers more complex issues to senior staff. Educates clients on plan provisions and
• Functionality of plan sponsor & participant websites and EIVR
• Coordinates production and/or rollout of custom or specialized reporting for clients as required.
• Promptly handles escalated issues requiring special handling through coordination with various internal departments including functional processing areas, legal, compliance, systems, financial control, technical support, etc.
• Participates in and/or coordinates conference calls and meetings to consult and assist client with questions or issue resolution.

What you will bring:

• Associate degree, preferably in Business, Finance or a related field or equivalent years of work experience.
• Three years of experience in financial services industry.
• Knowledge of Microsoft Office Suite
• Knowledge of ERISA, DOL and applicable IRS regulations related to retirement plans.
• Excellent written and verbal communication and presentation skills
• Ability to multi-task, prioritize, and problem-solve effectively.
• Excellent written and verbal communication skills.
• Able to multi-task, prioritize, and problem-solve effectively.
• Fluent English required.

This job operates in a professional office environment. This role routinely uses standard office equipment such as but not limited to; computers, phones, photocopiers and filing cabinets. While performing the duties of this job, the employee is regularly required to concentrate, talk and hear. This role is regularly required to type, reach with hands and arms, sit for long periods of time, read, write, listen, verbally communicate, present information, respond to questions, problem solve, concentrate and tolerate stress. Many duties will be done while sitting at a desk and working on a computer. Physical ability to navigate travel including overnight stays, via air, train, and/or automobile to both local and internationally destinations.

This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description. You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.