Boston Investor Center Experience Concierge Position Available In Suffolk, Massachusetts

Boston Investor Center Experience Concierge Empower

• 3.5 Boston, MA Job Details Full-time $67,300
• $95,050 a year 10 hours ago Benefits Paid parental leave Internal mobility program Paid holidays Disability insurance Health insurance Dental insurance Tuition reimbursement Paid time off Parental leave Vision insurance 401(k) matching Life insurance Qualifications Salesforce Writing skills Mid-level Series 7 Bachelor’s degree Organizational skills FINRA License Communication skills Series 63 Full Job Description 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. This role is a key first point of contact for Empower clients and prospects in our new Boston Investor Center, offering a warm and welcoming experience while helping them navigate our digital tools and services. The Investor Experience Concierge will have a deep understanding of Empower’s dashboard, procedures, and client segmentation and will operate as a trusted professional for clients looking for guidance on navigating their financial needs. The ideal candidates will be a self-directed, personable, proactive, tech savvy and highly knowledgeable professional. This is an onsite position in our Boston-Federal Street location. What You Will Do Politely and confidently greet each client or prospect in the Investor Center, providing “white glove” service, ensuring clients have a favorable brand experience Confidently speak to clients or prospects in individual or small group settings Demo Empower’s tools including the dashboard in-person with clients and prospects Provide accurate and timely guidance to in-person clients, with expert knowledge of Empower’s client experience journeys and procedures Assist with aggregation and our planning tools, especially those that are unique to Empower participants and clients Identify client segments and communication channels to ensure clients and prospects are directed appropriately, including setting appointments Connect clients with specialists for assistance with complex needs that may not be addressed in office Support clients in understanding Empower’s basic products and services. (including sign up for upcoming events/seminars) Maintain up-to-date knowledge of Empower’s tools, procedures, and client service standards Assist clients with the following types of activities: Address Change, Contact Information Change (phone, email), linking Bank Account, Password Resets / Web Deregistration, withdrawal Initiation, hardship initiation, loan initiation, deferral change without allocation change, loan, withdrawal status questions, statement requests etc. What You Will Bring Bachelor’s degree preferred or equivalent experience Fingerprinting required: FINRA Series 63 required; Series 7 required Expert communicator verbally and in writing Ability to navigate ambiguity and effectively work in a matrixed organization Proven experience in a client-facing, operations or concierge-style role Deep familiarity with Empower’s dashboard and internal procedures Working knowledge of all Salesforce instances Ability to learn and be coached Ability to confidently explain financial tools and concepts clearly Willingness to work in an office location 5 days a week #PJPW #LI-GC What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings

• 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire
• including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time — 16 hours per calendar year Leave of absence programs
• including paid parental leave, paid short
• and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs)
• BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $67,300.00
• $95,050.

00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer

• Drug-free workplace 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 (40 and over), 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.

• For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption.

You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.

• Job Posting End Date at 12:01 am on: 06-28-2025 Want the latest money news and views shaping how we live, work and play?

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