Empower Retirement, LLC is seeking a Premier Service Associate to join our team. In this role, you will support existing Empower clients with all aspects of their investment needs, from operational inquiries to securities trading.
What You'll Do
- Service new and existing client needs via inbound calls.
- Engage customers in an Investment Recommendation Conversation.
- Deliver an efficient and responsive client experience by taking ownership, delivering accurate information and initiating proactive follow up.
- Demonstrate knowledge of Brokerage transaction and regulatory requirements including Corporate Actions, Exchange Rules, Suitability, and Tax Implications.
- Uncover leads and opportunities to hand off to the Retirement Advisor Team and drive new business opportunities.
What We're Looking For
- Active FINRA Series 6 and Series 63 required, as well as FINRA fingerprinting.
- 2+ years of financial customer service experience.
- Strong customer service background with a firm understanding of the diverse operational and investment needs of our customers.
- Knowledge of current financial markets and retirement account operations is necessary.
Nice to Have
- Strong written, verbal and presentation skills.
- Strong technological skills and an ability to multi-task across systems.
- Past brokerage and mutual fund trading experience.
- Retail, IRA and/or 401K customer service experience.
Benefits & Compensation
- Compensation range: $44,800.00 - $61,600.00.
- 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) – open to all associates.
Work Mode
This is a remote position.
Empower Retirement, LLC is an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply.
