Note: The job is a remote job and is open to candidates in USA. Empower is committed to transforming financial lives by providing a flexible work environment and celebrating internal mobility. As a Premier Brokerage Associate, you will support clients with retail products and account types, ensuring exceptional service and managing various service requests in a call center setting.

Responsibilities

• Provide exceptional service and support to Empower’s retail customers while effectively explaining concepts in an easy-to-understand manner
• Assist clients with trading of Equity, ETF, Mutual Fund, Options and Fixed Income securities in an inbound call center setting
• Manage a wide array of service requests including account opening, asset movement, facilitating trades, and maintenance needs on Empower’s retail products
• 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

Skills

• Active FINRA Series 7 and Series 63 required
• FINRA fingerprinting required
• 2+ years of customer service experience, preferably in financial services or a high-volume inbound call center environment
• Knowledge of equities trading, fixed income, and options
• Retail, IRA and/or 401K customer service, and past brokerage and mutual fund trading experience preferred
• Strong customer service background, preferably in a high-volume inbound call center environment
• Firm understanding of the diverse operational and investment needs of our customers
• Knowledge of current financial markets and retirement account operations
• Strong written, verbal and presentation skills
• Strong technological skills and an ability to multi-task across systems
• Prior remote work experience preferred

Benefits

• 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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Company Overview