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Financial Services Customer Support Specialist

2 months ago

Littleton, Colorado, United States Empower Full time
Job Overview

Advance your career with a dynamic organization

At Empower, we are dedicated to assisting individuals in achieving their long-term financial aspirations and offering personalized wealth management solutions. Every team member plays a crucial role in positively impacting the lives of our clients. Enjoying job satisfaction is paramount, and you will have the opportunity to support meaningful causes while thriving in an inclusive workplace. Your journey begins here.

Key Responsibilities

Join a collaborative team and embark on your financial services career within our customer support center. If you are new to the field, we provide a comprehensive paid training program along with ongoing coaching to guide your professional development. Collaborate with our team and clients to:

  • Deliver exceptional service in our customer support center for retirement savings accounts
  • Inform and empower clients without engaging in cold calling or sales
  • Communicate essential updates and modifications regarding plans
  • Facilitate contribution adjustments, loans, and withdrawals
  • Execute general account modifications as directed by clients
  • Gain the opportunity to train for and obtain FINRA Series 6 & 63 licenses

Qualifications

  • Availability to work a full-time schedule, including non-traditional hours, Monday through Friday, with occasional Saturdays
  • Associate's degree or higher AND a minimum of one year of customer service experience (which may include food service, retail, hospitality, teaching, military, or banking) OR two or more years of customer service experience

Preferred Attributes

  • Proficiency in both English and Spanish
  • Experience in financial services or customer support environments
  • Possession of FINRA Series 6 and 63 or equivalent licensure
  • A strong commitment to delivering high-quality customer service
  • Willingness to engage with clients over the phone
  • Ability to adapt communication styles to meet the needs of a diverse clientele
  • Attention to detail and capacity to learn and apply financial industry regulations and procedures

Internet Requirements:

To ensure your success, you must provide reliable high-speed internet with a wired connection and a suitable workspace at home to attend training and work without interruptions. Necessary computer equipment, headsets, and training materials will be supplied.

  • Minimum internet speed of 50Mbps download and 10Mbps upload is required for optimal voice quality
  • Associates must connect their computers directly to a modem or router using an Ethernet cable to ensure consistent voice quality.

What We Offer

We provide a range of diverse and inclusive benefits tailored to support employees at every stage of their careers. We believe that fostering healthy, balanced lives leads to optimal work performance.

  • Comprehensive medical, dental, vision, and life insurance
  • Retirement savings options, including a 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, and a wide investment selection
  • Tuition reimbursement up to $5,250 annually
  • A business-casual environment that allows for jeans
  • Generous paid time off from the start, including a paid time off program, ten paid company holidays, and three floating holidays each year
  • Paid volunteer time — 16 hours per year
  • Leave of absence programs, including paid parental leave and paid short- and long-term disability
  • Business Resource Groups (BRGs) that foster community around shared interests, experiences, and identities

Salary Information

The salary range for this position typically falls between $38,000 and $52,425. Actual compensation may vary based on geographic location, work experience, education, licensure requirements, and skill level, and will be finalized at the time of offer.

Empower is an equal opportunity employer committed to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender identity, gender expression, marital status, pregnancy, religion, disability, military status, genetic information, or any other status protected by applicable law.

***For remote positions, reliable high-speed internet with a wired connection and a suitable home workspace are required. You may need to work in the office if your home environment does not meet these requirements.***