Empower Retirement is looking for a Bilingual Premier Brokerage Associate to join our team. In this role, you will take inbound calls from new and existing clients on all Empower retail products and account types. You will be a subject matter expert on our systems, providing exceptional service and support in both English and Spanish.
What You'll Do
- Provide exceptional service and support to Empower’s retail customers, explaining concepts in an easy-to-understand manner.
- Assist clients with trading of Equity, ETF, Mutual Fund, Options, and Fixed Income securities in an inbound call center.
- Manage a wide array of service requests including account opening, asset movement, facilitating trades, and maintenance.
- Deliver an efficient and responsive client experience by taking ownership, delivering accurate information, and initiating proactive follow-up.
- Demonstrate knowledge of brokerage transaction and regulatory requirements including Corporate Actions, Exchange Rules, Suitability, and Tax Implications.
- Uncover leads and opportunities to hand off to the Retirement Advisor Team to drive new business.
What We're Looking For
- Ability to communicate fluently in English and Spanish and provide exceptional service in both languages.
- Active FINRA Series 7 and Series 63 licenses required.
- FINRA fingerprinting required.
- 2+ years of customer service experience, preferably in financial services.
- Knowledge of equities trading, fixed income, and options.
Nice to Have
- Retail, IRA, and/or 401K customer service, and past brokerage and mutual fund trading experience.
- Strong customer service background, preferably in a high-volume inbound call center environment.
- Firm understanding of the diverse operational and investment needs of customers.
- Knowledge of current financial markets and retirement account operations.
- Strong written, verbal, and presentation skills.
- Strong technological skills and an ability to multi-task across systems.
- Prior remote work experience.
Benefits & Compensation
- 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 and communities.
- Compensation Range: $49,300.00 - $67,825.00.
Work Mode
This is a remote position.
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), 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.
