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.

Base Salary Range

$54,200.00 - $74,600.00

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

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.

Job Posting End Date at 12 : 01 am on :

12-10-2025

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