What are the responsibilities and job description for the Premier Service Associate position at Empower?
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 Premier Service Associate, you will support existing Empower clients with all aspects of their investment needs in an inbound call center environment. You’ll respond to operational inquiries regarding trading, asset movement, account opening and asset consolidation, and handle client trading of Equity, ETF, Mutual Fund, Options and Fixed Income securities.
What you will 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 initiate 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 you will bring
Bachelor’s Degree required
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
FINRA Series 6 and Series 63 required at start, as well as FINRA fingerprinting
What will set you apart
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
LI-Remote
PJPW
- 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
44,800.00 - $61,600.00
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 :
02-07-2025
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Workplace Flexibility : Remote - Nationwide
Salary : $44,800 - $61,600
