Service Associate

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist current Empower clients with all facets of their investment requirements.

• Address operational queries related to trading, asset transfers, account establishment, and asset consolidation.

• Manage client trading activities involving Equity, ETF, Mutual Fund, Options, and Fixed Income securities.

• Attend to the needs of both new and existing clients through inbound calls.

• Engage clients in discussions about investment recommendations.

• Ensure a prompt and efficient client experience by taking responsibility and delivering precise information.

• Initiate proactive follow-ups.

• Exhibit knowledge of brokerage transactions and regulatory obligations, including Corporate Actions, Exchange Rules, Suitability, and Tax Implications.

• Identify leads and opportunities to refer to the Retirement Advisor Team.

• Foster new business prospects.

⛳️ Requirements

• A Bachelor’s Degree is mandatory.

• Minimum of 2 years of experience in financial customer service.

• Robust customer service expertise with a comprehensive understanding of varied operational and investment needs.

• Familiarity with current financial markets and retirement account operations.

• FINRA Series 6 and Series 63 certifications are required.

• Completion of FINRA fingerprinting.

• Excellent written, verbal, and presentation skills.

• Strong technological proficiency and capability to multitask across various systems.

• Applicants must have authorization to work for any employer in the U.S.

• Must ensure a reliable high-speed internet connection via a wired setup from fiber, cable, or DSL.

• A designated workspace at home with minimal disruptions is necessary.

🏝️ Benefits

• Medical, dental, vision, and life insurance coverage.

• 401(k) plan with substantial company matching contributions (up to 6%).

• Access to financial advisory services.

• Potential for company discretionary contributions.

• Extensive investment options available.

• Tuition reimbursement up to $5,250 per year.

• Business-casual work environment, including the option to wear jeans.

• Generous paid time off from the start of employment.

• Ten paid company holidays and three floating holidays each year.

• Paid volunteer time totaling 16 hours per calendar year.

• Paid parental leave.

• Coverage for short- and long-term disability.

• Family and Medical Leave (FMLA) benefits.

• Participation in Business Resource Groups (BRGs).

• Flexible work environment.

• Provision of essential computer equipment for remote and hybrid roles.