Premier Service Associate

1 month ago

NAPLES, United States Empower Full time

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

As a Premier Service Associate, you will support existing Empower clients with all aspects of their Empower Premier IRA investment needs. You’ll respond to operational inquiries regarding trading, asset movement, account opening and asset consolidation, and handle client trading of Equity, ETF, Mutual Fund, Options and Fixed Income securities.

What you will do

  • 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, delivering accurate information and 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 and drive new business opportunities

What you will bring

  • 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 our customers

  • Knowledge of current financial markets and retirement account operations is necessary

  • FINRA Series 6 and Series 63 required, as well as FINRA fingerprinting. Insurance license may be required within 90 days of hire

What will set you apart

  • Strong written, verbal and presentation skills

  • Strong technological skills and an ability to multi-task across systems

  • Past brokerage and mutual fund trading experience

  • Retail, IRA and/or 401K customer service experience

#PJPW

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

  • 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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

$43,900.00 - $60,400.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer •  Drug-free workplace

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. 

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

10-26-2024

Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s free newsletter and check out The Currency.

Workplace Flexibility: Remote - Nationwide

  • Optometrist Position in Premier Optical Group

    4 weeks ago

    Naples, Florida, United States VSP Vision Full time

    About the Role:We are seeking a highly skilled and dedicated Associate Optometrist to join our team at Premier Optical Group in Naples, FL.As an Associate Optometrist, you will be responsible for conducting thorough eye examinations, utilizing state-of-the-art equipment, and collaborating with our team of professionals to provide exceptional patient care.Our...

  • Optometrist Position in Premier Optical Group Naples FL

    4 weeks ago

    Naples, Florida, United States VSP Global Full time

    Optometrist Job DescriptionPremier Optical Group in Naples, FL, is actively seeking a dedicated Associate Optometrist to join their team. This position offers an exciting opportunity for a motivated professional seeking a flexible schedule and long-term career growth. The practice fosters a supportive environment, providing access to experienced...

  • Pool Maintenance Technician

    4 weeks ago

    Naples, Florida, United States Premier Pool Service Inc Full time

    Job OverviewPremier Pool Service Inc is seeking a skilled Pool Service Technician to join our team. As a key member of our team, you will be responsible for ensuring the highest level of service to our customers by maintaining and repairing swimming pools.Key Responsibilities:Test pool water and add necessary chemicalsEmpty skimmers and pump basketsBrush and...

  • Part Time Store Associate

    1 month ago

    Naples, Florida, United States Gordon Food Service Full time

    Key Responsibilities:As a Store Associate at Gordon Food Service, you will engage with the store team and customers to provide excellent customer service. You will also be responsible for stocking, pricing, and organizing products, maintaining cleanliness inside and outside of the store, and following operating procedures in running the cash register....

  • Client Service Associate

    3 weeks ago

    Naples, United States Boutique Recruiting Full time

    Onsite An innovative financial services firm is seeking a Client Service Associate to join their team in North Naples, Florida. In this crucial role, the Client Service Associate will manage client relationships for approximately 100-150 clients, prepare necessary documentation, assist in scheduling and organizing meetings, address client inquiries, and...

  • Customer Service Associate

    2 months ago

    Naples, United States Winn-Dixie Full time

    Winn-DixieWinn-Dixie Retail Stores - 4849 GOLDEN GATE PARKWAY [Retail Associate / Team Member] As a Customer Service Associate at Winn-Dixie, you'll: Provide continuous attention to customer needs; Greet, assist and thank customers in a prompt, courteous and friendly manner; Stock front end products; Perform cashier associate; Perform pricing duties; Address...

  • Financial Services Associate

    1 month ago

    Naples, Florida, United States Moors & Cabot Inc Full time

    Job Title: Client AssociateAt Moors & Cabot Inc, we are seeking a highly motivated and detail-oriented Client Associate to join our team. As a Client Associate, you will play a critical role in delivering exceptional client service and supporting the success of our financial professionals.Key Responsibilities:Provide exceptional client service through direct...

  • Guest Service Associate

    6 months ago

    Naples, United States XWELL Full time

    Start a new career as a Guest Service Associate at Naples Wax Center, SW Florida's most luxurious waxing facility. We offer an extended service menu of all body waxing services in the most upscale and comfortable environment. Membership packages and local popularity result in very high volume of guests, giving you opportunity for excellent pay and bonuses....

  • Inpatient Critical Care NP

    3 weeks ago

    Naples, United States Premier Inpatient Partners Full time

    Premier Inpatient Partners is seeking Certified Critical Care Nurse Practitioners to join its continuously expanding practice after being awarded the critical care services contract at a two hospital system in Naples, Florida.*Position Overview*Be part of the change - Have a say in clinical pathways and protocols* Block Scheduling (7 on / 7 off)* Night shift...

  • Inpatient Critical Care NP

    1 month ago

    Naples, United States Premier Inpatient Partners Full time

    Premier Inpatient Partners is seeking Certified Critical Care Nurse Practitioners to join its continuously expanding practice after being awarded the critical care services contract at a two hospital system in Naples, Florida.*Position Overview*Be part of the change - Have a say in clinical pathways and protocols* Block Scheduling (7 on / 7 off)* Night shift...

  • Licensed Mental Health Professional

    6 days ago

    Naples, Florida, United States PREMIER PSYCHOLOGY PLLC Full time

    About the RolePremier Psychology PLLC, a well-established multidisciplinary private practice in Naples, Florida, is seeking a full-time or part-time Licensed Psychologist, LMHC, LMFT, or LCSW to provide general psychotherapy to adolescents and adults. A Postdoctoral Fellow seeking full-time employment will also be considered. This position offers the option...

  • Cart and Janitorial Service Associate

    2 weeks ago

    Naples, Florida, United States Walmart Full time

    Cart and Janitorial Associate Job DescriptionAs a Cart and Janitorial Associate at Walmart, you will play a vital role in ensuring customers have a positive experience.You will be responsible for gathering carts from the parking lot, operating equipment to move carts to the store, cleaning restrooms, sales floor, and parking lot as needed, and maintaining a...

  • Beverage Service Associate

    4 weeks ago

    Naples, Florida, United States Bay Colony Golf Club Full time

    Job DescriptionSummaryProvide exceptional service to Bay Colony Golf Club members and guests by delivering refreshments in a courteous and unobtrusive manner.Key ResponsibilitiesEnsure the beverage cart is stocked with food, ice, and beverages before departing for service.Verify the outgoing inventory on a beverage cart tally sheet.Provide golfers with the...

  • Retail Customer Service Associate

    3 weeks ago

    Naples, United States FedEx Full time

    FedEx - JobID: PDX_FEC_964D721F-8A88-4603-99D8-64F7AB790EB2_241712 [Retail Associate / Team Member] As a Retail Customer Service Associate at FedEx, you'll: Follow instructions of supervisors and assist other team members in performing store functions; Assist in the training of store team members; Demonstrate consultative behaviors in a retail environment to...

  • Retail Customer Service Associate

    1 month ago

    Naples, United States FedEx Full time

    FedEx - JobID: PDX_FEC_DB22B169-4140-4FC0-99C1-8A5276C7A02D_243647 [Retail Associate / Team Member] As a Retail Customer Service Associate at FedEx, you'll: Follow instructions of supervisors and assist other team members in performing store functions; Assist in the training of store team members; Demonstrate consultative behaviors in a retail environment to...

  • Customer Service Associate

    1 month ago

    Naples, Florida, United States Elevated Facility Services Full time

    Job SummaryWe are seeking a highly organized and customer-focused Customer Service Associate to join our team at Elevated Facility Services. As a key member of our office support team, you will be responsible for providing exceptional customer service, handling customer inquiries, and performing various administrative tasks.Key ResponsibilitiesCustomer...

  • Dental Office Assistant

    1 month ago

    Naples, United States Naples Premier Dentistry Full time

    Overview: Naples Premier Dentistry is looking for a full-time Dental Front Office - Business Assistant to join our team. We have a small, close-knit team that works together well. The ideal person for this position will have a positive attitude, willing to help, and eager to learn and grow with us. We're looking for someone who wants to make a long-term...

  • Client Services Associate

    3 months ago

    Naples, United States Summit Financial Full time

    Summary:An exciting and growing independent wealth management firm in Naples, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. Want to work with a dynamic and growing company? How about an environment that values collaborative work, with a dose of autonomy and focus to ultimately help clients...

  • Store Associate Retail Champion

    3 weeks ago

    Naples, Florida, United States Gordon Food Service Full time

    Gordon Food Service offers a dynamic retail environment that fosters personal and professional growth. We are seeking a motivated Part Time Store Associate to join our team and contribute to our customer-centric culture.Key Responsibilities:Provide exceptional customer service and create a welcoming store environmentWork collaboratively with colleagues to...

  • Part Time Retail Sales Associate

    1 month ago

    Naples, Florida, United States Gordon Food Service Full time

    Gordon Food Service Store is a dynamic retail environment that offers a unique blend of fast-paced action and opportunities for growth and development. As a Part Time Store Associate, you will play a key role in providing exceptional customer service and supporting the store team in achieving sales and customer satisfaction goals. Responsibilities: *...