Financial Customer Service Representative

🔥 12 hours ago

🇺🇸 United States – Remote

💵 $39.7k - $54.5k / year

⏰ Full Time

🟢 Junior

💝 Customer Support

🦅 H1B Visa Sponsor

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Logo of Empower

Empower

10,000+ employees

💸 Finance

💳 Fintech

👥 B2C

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.

📋 Description

• Provide excellent service in a call center for customers’ retirement savings accounts • Educate and empower 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 • Collaborate with a team of associates and clients • Complete paid associate training and receive continuous coaching

🎯 Requirements

• Availability to work a 40-hour work week outside traditional business hours, Monday through Friday, with an occasional Saturday • 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 • Minimum service level of 50 Mbps download and 10 Mbps upload • Direct connection to a modem or router using an Ethernet cable • A place in the home to attend training and work without interruption • Applicants must be authorized to work for any employer in the U.S.; no employment visa sponsorship, including CPT/OPT • Financial services or call center experience is a preferred qualification • Attention to detail and ability to learn and apply financial industry policies, processes, and procedures

🏖️ Benefits

• Paid associate training program • Continuous coaching for role and career trajectory • Medical, dental, vision and life insurance • 401(k) plan with company matching contributions up to 6% • Financial advisory services • Potential company discretionary retirement contribution • Broad investment lineup • Tuition reimbursement up to $5,250/year • Business-casual environment with option to wear jeans • Paid time off program • Ten paid company holidays • Three floating holidays each calendar year • Paid volunteer time — 16 hours per calendar year • Paid parental leave • Paid short- and long-term disability • Family and Medical Leave (FMLA) • Business Resource Groups open to all • Computer equipment, headset and training materials provided • Non-sales positions have the opportunity to participate in a bonus program

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