Registered Financial Customer Service Professional

🔥 1 hour ago

🇺🇸 United States – Remote

💵 $43.6k - $60k / year

⏰ Full Time

🟢 Junior

💝 Customer Support

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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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

• Answer incoming telephone inquiries regarding retirement plans from participants, employers, and third-party plan specialists • Process financial transactions upon request of callers • Explain past returns in comparison to economic environment; convey information in accordance with FINRA / SEC guidelines • Assist participants through navigation of the automated voice response system and website for financial transactions • Run disbursement quotes and respond to managerial feedback

🎯 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 • Required Minimum Internet Specifications: Minimum service level of 50Mbps download and 10Mbps upload to ensure the best voice quality.

🏖️ Benefits

• Medical, dental, vision and life insurance • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%) • 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.