Registered Financial Customer Service Professional
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Job Description
Registered financial customer service professional answering retirement-plan inquiries for Empower, a financial services company. Processing transactions and guiding participants through account and loan services.
Responsibilities:
- Answer incoming telephone inquiries regarding retirement plans from participants, employers, and third-party plan specialists
- Provide general account information and address questions about contributions, withdrawals, account changes, products, and taxes
- Process financial transactions at callers’ request
- Explain past returns in comparison to the economic environment in accordance with FINRA / SEC guidelines
- Assist participants with automated voice response system and website navigation for financial transactions and loan initiation
- Run disbursement quotes
- Respond to managerial feedback
- Attend meetings and training sessions
Requirements:
- Associate degree in business or related field preferred
- With no degree, an additional one to two years directly related experience is required
- 1 year of customer service experience, preferably in a financial service-related field
- FINRA Series 6 and Series 63 required
- FINRA fingerprinting required
- Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship, including CPT/OPT, is unavailable
- Reliable high-speed internet with a wired connection
- Minimum service level of 50Mbps download and 10Mbps upload
- Direct computer connection to a modem or router using an Ethernet cable
- A place in the home to attend training and work without interruption
- Overtime may be required based on business need
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)
- Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
- Flexible work environment
- Fluid career paths and internal mobility opportunities
- Purpose, well-being, and work-life balance support
- Computer equipment, headset and training materials provided
- Potential bonus program for non-sales positions
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