What are the responsibilities and job description for the Customer Experience Specialist position at Empower?
Provide exceptional service and support to Empower's retail customers.
Manage a wide array of service requests including account opening, asset movement, facilitating trades, and maintenance needs on Empower's retail products.
Assist clients with trading of Equity, ETF, Mutual Fund, Options and Fixed Income securities in an inbound call center setting.
Demonstrate knowledge of Brokerage transaction and regulatory requirements including Corporate Actions, Exchange Rules, Suitability, and Tax Implications.
Requirements
Bachelor's Degree required.
2 years of financial customer service experience.
Experience trading in equities, fixed income and options.
FINRA Series 7 and Series 63 required, as well as FINRA fingerprinting.
