What are the responsibilities and job description for the Premier Service Associate position at Empower?
Premier Service Associate at Empower
As a Premier Service Associate at Empower, you will provide exceptional customer service while assisting clients with their investment needs in a call center environment. This role requires engagement in investment conversations, troubleshooting operational inquiries, and uncovering opportunities to enhance client experiences. With a focus on internal mobility and personal growth, this position allows you to contribute to transforming financial lives while achieving your own career aspirations.
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.
The shift for this position is 9:30 am - 6:00 pm Mountain time.
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 in a call center environment
- 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
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.
- 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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
$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.
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.
For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.
Salary : $44,800 - $61,600
