Bilingual Premier Brokerage Associate

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17 hours ago

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Empower

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Finance • Fintech • B2C

Empower is a leading provider of financial services focused on helping individuals and organizations achieve financial freedom through retirement planning and investment management. Serving over 19 million Americans, Empower offers a comprehensive suite of finance-related services, including smart planning and investment advice, and tools like the Empower Personal Dashboard™ for a complete financial view. The company is renowned as a top retirement plan provider and works closely with personal investors, workplace plan savers, plan sponsors, and financial professionals. Empower is also recognized for initiatives in Diversity, Equity, Inclusion, and has a social commitment that bolsters community impact.

10,000+ employees

💸 Finance

💳 Fintech

👥 B2C

📋 Description

• 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

🎯 Requirements

• Ability to communicate fluently in English and Spanish and provide exceptional service to customers in both languages • Active FINRA Series 7 and Series 63 required • FINRA fingerprinting required • 2+ years of customer service experience, preferably in financial services • 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 • Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

🏖️ 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.