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Empower

Personalized financial guidance, savings, investing platform

Premier Service Associate

Wealth Management & Financial AdvisoryPosted on Nov 6
Full-timeRemote in USA

About the Job

Requirements

  • A bachelor's degree or equivalent work experience is required.
  • At least 2 years of financial customer service experience is required.
  • A strong customer service background and a firm understanding of customers’ diverse operational and investment needs are required.
  • Knowledge of current financial markets and retirement account operations is required.
  • FINRA Series 6 and Series 63 licenses are required.
  • FINRA fingerprinting is required.

Responsibilities

  • Service new and existing client needs through inbound calls.
  • Engage customers in an Investment Recommendation Conversation.
  • Take ownership of client inquiries, provide accurate information, and initiate proactive follow-up to deliver an efficient and responsive client experience.
  • Apply knowledge of brokerage transaction and regulatory requirements, including corporate actions, exchange rules, suitability, and tax implications.
  • Identify leads and opportunities to hand off to the Retirement Advisor Team and drive new business opportunities.

Desired Qualifications

  • Strong written, verbal, and presentation skills.
  • Strong technological skills and the ability to multitask across systems.
  • Past brokerage and mutual fund trading experience.
  • Retail, IRA, and/or 401(k) customer service experience.

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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