What are the responsibilities and job description for the Customer Service Expert - Securities Trading position at Empower?
Transform Lives with Empower
About Our Mission
At Empower, our mission is to empower individuals to take control of their financial futures. We believe that by providing exceptional customer service and expert guidance, we can help our clients achieve their long-term financial goals.
Key Responsibilities:
Provide exceptional customer service and support to existing clients
Engage customers in investment recommendation conversations and deliver an efficient and responsive client experience
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
Requirements
Bachelor's Degree
2 years of financial customer service experience in a call center environment
Strong customer service background with a firm understanding of diverse operational and investment needs
Knowledge of current financial markets and retirement account operations
Benefits
We offer a comprehensive range of benefits to support your physical and mental well-being, including medical, dental, and vision insurance, a 401(k) plan with generous company matching contributions, tuition reimbursement, and paid time off.
