Billing and Terminations Specialist

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.

As a Billing and Terminations Specialist at Empower, you will play a vital role in delivering accurate, timely, and client-focused financial experiences. You will support all major functions within the Advisory Billing and Terminations Operations area, ensuring precise fee processing, high-quality record keeping, and smooth transitions for clients as they complete their management relationship with Empower Personal Strategy. Your work helps maintain Empower’s commitment to operational excellence and a seamless client experience.

The expected shift for this position is 8am - 5pm MST. Candidates outside of the Mountain Time Zone must be able to work within those hours.

What you will do

• Assist with the daily processing of prorated Advisory Management fees for accounts closing prior to the normal monthly fee being charged, ensuring accurate fees are collected prior to accounts leaving Empower Personal Wealth with Client and Advisor communication regarding fees and/or Termination process through email

• Ensure clients terminating Personal Strategy management are billed properly and process the transfer of their assets in a timely and precise manner by preparing client paperwork for Wire or ACH disbursements within strict daily deadlines

• Ensure the timely and accurate accounting of all monthly Advisory Management fees collected

• Prepare and process the monthly billing files as needed, validating all accounts are charged accurately and appropriately, and will verify all Advisory Management fee exceptions due to promotions/other circumstances

• Serve as a point of contact for inquiries regarding Personal Strategy Terminations, resolving issues with accuracy and professionalism

What you will bring

• Bachelor’s degree in Accounting or a related field, or equivalent combination of education and experience

• Minimum 2 years of experience in financial services operations or billing functions

• Moderate to Advanced proficiency in Microsoft Excel

• Experience with Salesforce

• Strong attention to detail and organizational skills with the ability to manage multiple priorities, time-sensitive requests, and daily deadlines with accuracy

• Ability to exercise sound judgement

What will set you apart

• Excellent operational, organizational and follow up skills

• Current knowledge of investment products and services

• Proven abilities to maintain appropriate policies & procedures for regulatory-driven requirements

• Exceptional verbal, written, and listening communication skills

• Strong interpersonal skills, team oriented and collaborative

• Strong analytical and problem-solving skills

• Familiarity with preparing and sending client paperwork & sending Wire/ACH requests

#LI-Remote

#PJPW2

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

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

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.***

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