Service Associate

Job not on LinkedIn

🔥 1 minute ago

🇺🇸 United States – Remote

💵 $45.7k - $62.9k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🦅 H1B Visa Sponsor

infoinfo

👻 Ghost score 0%

infoinfo
Apply Now
Find Similar Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

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

• 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 and providing accurate information • 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 • 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 diverse operational and investment needs • 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. • Must provide reliable high-speed internet with a wired connection from fiber, cable or DSL • Must have a place in the home to work with limited disruption

🏖️ Benefits

• Medical, dental, vision and life insurance • 401(k) plan with generous company matching contributions (up to 6%) • Financial advisory services • Potential company discretionary contribution • Broad investment lineup • Tuition reimbursement up to $5,250/year • Business-casual environment including the option to wear jeans • Generous paid time off upon hire • Ten paid company holidays and 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 (BRGs) • Flexible work environment • Other necessary computer equipment provided for remote and hybrid positions

Apply Now

Similar Jobs

🔥 1 hour ago

Huron

5001 - 10000

🏥 Healthcare

📦 Logistics

📣 Marketing

Workday Adaptive Planning Associate supporting client planning environments for Huron’s global consultancy. Managing configuration, reporting, testing, troubleshooting, and continuous improvements.

🔥 3 hours ago

Travelers

10,000+ employees

💼 Consulting

📦 Logistics

🛡️ Insurance

Outside Property Claim Associate handling first-party property claims for Travelers, a property casualty insurer. Investigating losses, assessing damage, and supporting customers in Prescott, Arizona.

🇺🇸 United States – Remote

💵 $52.6k - $86.8k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

infoinfo

🔥 5 hours ago

CVS Health

10,000+ employees

🏥 Healthcare

⚕️ Healthcare Insurance

🛒 Retail

Care Management Associate coordinating medical services, eligibility, referrals, and pre-certification cases for CVS Health members. Remote Texas role supporting case and utilization management teams.

🇺🇸 United States – Remote

💵 $18 - $35 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚫👨‍🎓 No degree required

🔥 10 hours ago

PACC Mental Health Services

-

🏥 Healthcare

👥 B2C

Psychological Associate providing supervised assessment, diagnosis, treatment, and psychotherapy. Supporting PACC’s autism, behavioral health, and family services through individualized care.

🇺🇸 United States – Remote

💵 $30 - $50 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

🔥 14 hours ago

Clinton Health Access Initiative, Inc.

1001 - 5000

🏥 Healthcare

💼 Consulting

📦 Logistics

Market-shaping Associate developing access strategies for maternal-health commodities and AI diagnostics. Analyzing suppliers, demand, financing, and country scale-up for CHAI’s global health programs.