Premier Service Associate
3 weeks ago
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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