Premier Service Associate

3 weeks ago


Englewood, Colorado, United States Empower Retirement Full time

Empower Your Career with a Growing Organization

At Empower Retirement, we're dedicated to helping individuals achieve their long-term financial goals. As a Premier Service Associate, you'll play a vital role in supporting our clients with their investment needs, providing exceptional customer service, and driving business growth.

Key Responsibilities:

  • Respond to client inquiries and provide personalized support via phone and email
  • Engage clients in investment recommendation conversations to help them achieve their financial objectives
  • Deliver a seamless client experience by taking ownership of issues, providing accurate information, and proactively following up
  • Demonstrate expertise in brokerage transactions, regulatory requirements, and financial markets
  • Identify opportunities to upsell and cross-sell Empower's services, driving revenue growth and client satisfaction

Requirements:

  • Bachelor's degree required
  • 2+ years of financial customer service experience
  • Strong customer service background with a deep understanding of client needs and financial markets
  • Knowledge of current financial markets, retirement account operations, and regulatory requirements
  • FINRA Series 6 and Series 63 licenses required, with insurance license potentially required within 90 days of hire

What Sets You Apart:

  • Excellent written, verbal, and presentation skills
  • Strong technological skills and ability to multitask across systems
  • Past brokerage and mutual fund trading experience
  • Retail, IRA, and/or 401K customer service experience

What We Offer:

  • Competitive base salary range: $43,900.00 - $60,400.00
  • Opportunity to participate in a bonus program for non-sales positions
  • Eligibility for sales incentives and bonus plans for sales positions
  • Comprehensive benefits package, including medical, dental, vision, and life insurance
  • Retirement savings plan with generous company matching contributions
  • Tuition reimbursement up to $5,250/year
  • Paid time off, including 10 paid company holidays and 3 floating holidays
  • Paid volunteer time and leave of absence programs


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