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Sr Mgr Client Services

EmpowerEmpower·Financial Technology

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Posted

57 days

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About the role

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 Senior Manager Client Services is responsible for managing and overseeing assigned client service activities, at the plan sponsor and advisor level, and for modifying and executing policies. This position is responsible for ensuring high quality service is provided to all plan sponsors and advisors (clients) in an efficient and cost-effective manner and to provide leadership to all members of the team


What you will do

  • Manage and oversee assigned Client Service Managers
  • Ensure high quality service of individual products is provided to all clients in an efficient, cost-effective manner
  • Provide leadership to all members of the team, including their growth and development and job enrichment
  • Ensure legal issues and complaints are handled fairly & consistently
  • Recommended changes to policies and establish procedures that affect immediate organization
  • Meet objectives and determine how to use resources to meet schedules and goals
  • Stay current on legal and regulatory issues and how these impact Empower's clients


What you will do

  • Bachelor’s degree in a related field or an equivalent combination of education and work experience
  • 5+ years relevant work experience, or an equivalent combination of training and experience
  • Previous management experience leading a client facing a service team
  • Previous experience attracting, managing, retaining, and growing/developing staff
  • Familiarity with employee benefits recordkeeping systems and processes
  • Adept at Microsoft Office software programs
  • Fluent English is required
  • Ability to work overnight hours
  • FINRA fingerprinting is required

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. 

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Aplyr's read

Empower is a fintech company focused on personalized financial planning and investment management, attracting professionals in finance and technology roles.

Synthesized from recent postings & public sources

What's promising

  • •Empower offers personalized financial planning, attracting clients seeking tailored investment solutions.
  • •The company is expanding its workforce, indicating growth and stability in the fintech sector.
  • •Empower's focus on data governance and automation highlights its commitment to technological advancement.

What to watch

  • •The fintech industry is highly competitive, posing challenges for market differentiation.
  • •Rapid growth may strain resources and impact employee work-life balance.
  • •Limited public information about company culture and employee satisfaction.

Why Empower

  • •Empower specializes in combining financial planning with advanced technology for personalized client solutions.
  • •The company emphasizes roles in data governance and automation, showcasing a tech-driven approach.
  • •Empower's diverse hiring across finance and tech roles suggests a multidisciplinary team environment.

Aplyr’s read is generated by AI from public sources. Was it useful?

03

About Empower

Empower is a financial technology company that provides personalized financial planning and investment management services to help individuals achieve their financial goals.

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