Specialist Fund Transfer

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.

Under general supervision, serves as the first line of contact for internal client service managers, internal and external relationship managers regarding plan initiated fund and fee change requests. Handles moderately complex inquiries and problem resolution.

Essential Functions:

• Provides prompt, accurate and professional responses to internal telephone inquiries, email requests and service requests including, but not limited to, requests for plan level fund, fee change, and manual mailing requests.

• Facilitate the fund and fee change scheduling with numerous internal teams and departments.

• Delegates inquiries to the appropriate unit for timely resolution.

• Compose routine written correspondence and conducts research into problems and inquiries.

• Handle most issues independently while maintaining the department’s minimum quality, productivity and time standards.

• Prepares simple written correspondence and conducts preliminary research into problems and inquiries

• Strong attention to detail is required

• Ability to multitask and utilize dual monitors to work in multiple operating systems or vendor sites simultaneously

• Adheres to the service standard deadlines

• Ability to handle fast paced order processing environment, repetitive duties and ability to embrace change positively

Education:

• Bachelor’s degree is a must

Minimum Qualifications:

• 1-3 years of financial services, any experience in Plan or Fund Setup preferred
• Requires superior communication skills, both verbal and written
• Strong attention to detail skills required
• Prior experience and understanding of various IRS codes; 401(k), 401(a), 403(b), 457, etc. preferred

Working Conditions and Physical Requirements:

• Normal office working conditions

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, as per terms and conditions of your employment contract.

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.