Registered Financial Customer Service Professional

About the role

Join Empower as a Financial Customer Service Professional and help customers navigate their retirement savings with confidence. You'll receive paid training, robust benefits, and career development resources. It’s a great opportunity to grow your career while making a real impact.

Success profile

• Critical thinker
• Communicator
• Empathic
• Problem-solver
• Resilient
• Customer-centric

Career Path

• Financial Customer Service Professional
• Operations
• Service
• Service to Client Solutions

Responsibilities

• Answer incoming telephone inquiries including, but not limited to, requests for general account information, concerns related to contributions and withdrawals, how to make changes to an account, product information and tax questions
• Process financial transactions upon request of callers
• Explain past returns in comparison to economic environment; convey information in accordance with FINRA / SEC guidelines
• Aid participants through the navigation of the automated voice response system as well as the Web Site when executing financial transactions and/or initiating loans
• Run disbursement quotes, respond to managerial feedback, and attend meetings and training sessions
• Overtime may be required based on business need

Requirements

• Associate degree in business or related field preferred
• No degree, an additional one to two years directly related experience is required
• One to two years of customer service experience, preferably in a financial service-related field
• FINRA Series 6 and Series 63 required
• FINRA fingerprinting required

Qualifications

• Minimum service level of 50Mbps download and 10Mbps upload
• Associates are required to connect their computers directly to a modem or router using an Ethernet cable

Benefits

• Medical, dental, and vision
• Comprehensive coverage including FSA and HSA options that begin on your date of hire
• Health and wellness programs
• 401(k)/retirement plans
• Family support
• Workplace flexibility
• Inclusivity and community impact

Pay

Base Salary Range: $43,600.00 - $60,025.00

Schedule

Schedule: Full time

Skills

• Communication skills
• Technical proficiency
• Problem-solving abilities
• Customer service skills

Benefits

• Medical, dental, and vision
• Comprehensive coverage including FSA and HSA options that begin on your date of hire
• Health and wellness programs
• 401(k)/retirement plans
• Family support
• Workplace flexibility
• Inclusivity and community impact