Financial Services Representative

2 weeks ago

Milwaukee, Wisconsin, United States Empower Full time
Empower Your Career

Join Empower, a growing organization dedicated to changing lives through financial services. As a Financial Customer Service Professional, you'll play a vital role in helping individuals achieve their long-term financial goals.

What You'll Do
  • Collaborate with a team of associates to provide exceptional customer service in our call center.
  • Develop a solid foundation through our paid associate training program and receive continuous coaching for your role and career trajectory.
  • Partner with clients to educate and empower them on their retirement savings accounts, without making cold calls or sales.
  • Communicate critical plan updates and changes, process contribution changes, loans, and withdrawals, and process general account changes upon direction from the customer.
  • Receive the opportunity to train and study to obtain FINRA Series 6 & 63 licenses.
What You'll Bring
  • Availability to work a 40-hour work week, outside of traditional business hours, Monday through Friday with an occasional Saturday.
  • Associates degree or higher AND at least one year of customer service experience (including but not limited to food service, retail, hospitality, teaching, military, or banking) OR two or more years of customer service experience.
  • Capability to work overtime as required based on business need.
What Sets You Apart
  • Fluency in both English and Spanish.
  • Financial Services or call center experience.
  • FINRA series 6 and 63 or higher equivalent licensure.
  • A passion for providing quality customer service.
  • Desire to engage with customers over the phone.
  • Capability to adapt communication style while servicing our diverse customer base.
  • Attention to detail and ability to learn and apply financial industry policies, processes, and procedures.
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).
Base Salary Range$36,000 - $49,950.00

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