Registered Financial Customer Service Professional

🔥 4 minutes ago

🇺🇸 United States – Remote

💵 $41.6k - $57.1k / year

⏰ Full Time

🟢 Junior

💝 Customer Support

🚫👨‍🎓 No degree required

🦅 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

• Answer incoming telephone inquiries regarding retirement plans from participants, employers, and third-party plan specialists • Provide general account information and address questions about contributions, withdrawals, account changes, products, and taxes • Process financial transactions at callers’ request • Explain past returns in comparison to the economic environment in accordance with FINRA / SEC guidelines • Assist participants with automated voice response system and website navigation for financial transactions and loan initiation • Run disbursement quotes • Respond to managerial feedback • Attend meetings and training sessions

🎯 Requirements

• Associate degree in business or related field preferred • With no degree, an additional one to two years directly related experience is required • 1 year of customer service experience, preferably in a financial service-related field • FINRA Series 6 and Series 63 required • FINRA fingerprinting required • Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship, including CPT/OPT, is unavailable • Reliable high-speed internet with a wired connection • Minimum service level of 50Mbps download and 10Mbps upload • Direct computer connection to a modem or router using an Ethernet cable • A place in the home to attend training and work without interruption • Overtime may be required based on business need

🏖️ 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 • Fluid career paths and internal mobility opportunities • Purpose, well-being, and work-life balance support • Computer equipment, headset and training materials provided • Potential bonus program for non-sales positions

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