Financial Services Representative

2 weeks ago

Englewood, Colorado, 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
  • Provide exceptional service to customers in our call center, ensuring their retirement savings accounts are managed with care.
  • Educate and empower customers to make informed decisions about their financial plans.
  • Communicate critical plan updates and changes, ensuring customers are always informed.
  • Process contribution changes, loans, and withdrawals, ensuring seamless transactions.
  • Process general account changes upon customer direction, maintaining accuracy and efficiency.
  • Train and study to obtain FINRA Series 6 & 63 licenses, enhancing your skills and expertise.
What We Offer
  • A competitive salary range of $38,000 to $52,425, with opportunities for bonuses and sales incentives.
  • A comprehensive benefits package, including medical, dental, vision, and life insurance, as well as a 401(k) plan with generous company matching contributions.
  • Tuition reimbursement up to $5,250 per year, supporting your ongoing education and career development.
  • A business-casual environment, including the option to wear jeans, promoting a relaxed and productive work atmosphere.
  • Generous paid time off, including 10 paid company holidays and three floating holidays per calendar year.
  • Paid volunteer time, allowing you to give back to your community and make a positive impact.
  • Leave of absence programs, including paid parental leave, short- and long-term disability, and Family and Medical Leave (FMLA).
Requirements
  • An associate's degree or higher, combined with at least one year of customer service experience, or two or more years of customer service experience.
  • Availability to work a 40-hour work week, outside of traditional business hours, Monday through Friday, with occasional Saturdays.
  • Capability to work overtime as required, based on business need.
Preferred Qualifications
  • 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.

We are an equal opportunity employer, committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to age, 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.

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