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Empower

Personalized financial guidance, savings, investing platform

Financial Customer Service Professional

Customer SupportUpdated on Nov 10
Full-timeRemote in USA

About the Job

Requirements

  • Availability to work a 40-hour work week Monday through Friday, outside traditional business hours, with an occasional Saturday.
  • An associate degree or higher and at least one year of customer service experience, or two or more years of customer service experience.
  • Capability to work overtime as required based on business need.
  • Reliable high-speed internet with a wired connection and a home workspace suitable for uninterrupted training and work.
  • Internet service with at least 50 Mbps download and 10 Mbps upload; connect the computer directly to a modem or router using an Ethernet cable.

Responsibilities

  • Answer incoming telephone inquiries about retirement plans from participants, employers, and third-party plan specialists.
  • Provide customer service for customers’ retirement savings accounts in a call center.
  • Educate customers without making cold calls or sales.
  • Communicate critical plan updates and changes.
  • Process contribution changes, loans, and withdrawals.
  • Process general account changes at the customer’s direction.

Desired Qualifications

  • Financial services or call center experience.
  • A passion for providing quality customer service.
  • Desire to engage with customers over the phone.
  • Ability to adapt communication style while serving a diverse customer base.
  • Attention to detail and ability to learn and apply financial industry policies, processes, and procedures.

About the Company

Empower

Personalized financial guidance, savings, investing platform

Empower is a financial services provider focused on helping people save, invest and receive advice. It serves both organizations and individuals, offering tools, guidance and support to reach financial goals. Its products work by giving users access to personalized financial advice and resources, combining advisory support with digital tools to manage accounts and investments. The company differentiates itself through its large, diverse client base (over 71,000 organizations and 17 million individuals) and its emphasis on trust, integrity and personalized guidance, aiming to deliver financial well-being at scale. Its goal is to empower financial freedom for all by delivering clear advice, tailored guidance and essential support throughout the financial journey.

Company size
Not listed
Company stage
Not listed
Total funding
Not listed
Headquarters
Flower Mound, TX
Founded
2014

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