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.

• Quality Review of highest dollar transactions that could result in significant loss to the organization.
• Manage and process incoming daily requests and Service Requests for Full-Service clients.
• Ensure client specific plan processing notes are in place and perform timely audits to confirm best practices are in in place.
• Monitor and confirm daily completion of all applicable processing in accordance within departmental, corporate, IRS,Department of Labor, FINRA and SEC regulations and requirements.
• Track team’s quality and errors to analyze and take corrective action to prevent similar issues.
• Monitor trends and report findings to management and client service team.
• Create, train and communicate best practices to staff, clients and client service managers.
• Responsible for assigned projects which include but are not limited to creation of team meeting presentations, capacitymodeling, continuing education training, development of the team Sharepoint site, mentoring and coaching team membersand join conversion calls for new migration plans.
• Research/resolve unique, complex and escalated account problems often in partnership with client services or the client.
• Lead department process improvement initiatives.
• Provide expertise and act as a trusted decision maker on complex system enhancements.
• Collaborate with Management across all functional teams and sites.

• Associate Degree in Business, Finance, or similar field preferred, or equivalent experience.
• Previous Client Contribution Specialist Researcher experience or 1-2 years in a similarly related position
• FINRA Fingerprinting Required.
• Strong technical, product and system knowledge.
• Is subject matter expert on EASY processing, SR tickets, and reporting.
• Demonstrates advanced decision making and analytical skills.
• Must be detailed oriented and have analytical ability for in-depth research.
• Benefits Frequent use of office equipment including PC, phone, fax, copier.
• May sit for long periods of time.
• May stand, stoop, reach, pull and push on occasion.
• This position frequently requires periodic and mandatory (usually unscheduled) overtime Using established procedures andworking under immediate supervision, performs assigns tasks.
• Performs review of data and activity to prevent risk of loss due to errors.
• Plan Administrators, Account Managers, Departmental Management, Systems, Client Service, Project Management, SeniorManagement, Client Service, Implementation, Marketing etc.

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.