Premier Service Associate

Job not on LinkedIn

🔥 22 hours ago

🇺🇸 United States – Remote

💵 $45.7k - $62.9k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Empower

WebsiteLinkedInAll Job Openings

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

• Support existing Empower clients with all aspects of their investment needs • Respond to operational inquiries regarding trading, asset movement, account opening and asset consolidation • Handle client trading of Equity, ETF, Mutual Fund, Options and Fixed Income securities • Service new and existing client needs via inbound calls • Engage customers in an Investment Recommendation Conversation • Deliver an efficient and responsive client experience by taking ownership, providing accurate information and initiating 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

• Bachelor’s Degree required • 2+ years of financial customer service experience • Strong customer service background with a firm understanding of the diverse operational and investment needs of customers • Knowledge of current financial markets and retirement account operations • FINRA Series 6 and Series 63 required • FINRA fingerprinting • Strong written, verbal and presentation skills • Strong technological skills and ability to multi-task across systems • Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship, including CPT/OPT, is unavailable • Must be available to work the Monday–Friday schedule corresponding to the applicable time zone • Reliable high-speed internet with a wired connection and a suitable home workspace; required connectivity must be fiber, cable or DSL

🏖️ 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. • Flexible work environment • Other necessary computer equipment provided • Non-sales positions have the opportunity to participate in a bonus program