remote Full-time

Empower Retirement, LLC is hiring a Premier Brokerage Associate

About the Role

Empower Retirement, LLC is hiring a Premier Brokerage Associate to deliver exceptional service directly to our clients. In this role, you will serve as a subject matter expert on Empower’s systems and platforms, taking inbound calls from new and existing clients regarding all retail products and account types.

What You'll Do

  • Provide exceptional service and support to Empower’s retail customers while effectively 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 setting.
  • Manage a wide array of service requests including account opening, asset movement, facilitating trades, and maintenance needs on Empower’s retail products.
  • 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 and drive new business opportunities.

What We're Looking For

  • Active FINRA Series 7 and Series 63 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 preferred.
  • Strong customer service background, preferably in a high-volume inbound call center environment.
  • Firm understanding of the diverse operational and investment needs of our 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 preferred.

Benefits & Compensation

  • Compensation range: $49,300.00 - $67,825.00.
  • 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.

Work Mode

This is a remote position open to candidates located in the Eastern, Central, and Mountain time zones.

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.

Required Skills
Financial ServicesBrokerage OperationsClient ServiceComplianceRetirement AccountsProblem SolvingCommunicationDetail-OrientedTime ManagementCRM Software
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About company
Empower Retirement, LLC

Empower provides financial services and retirement solutions, helping customers achieve financial freedom.

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Job Details
Category other
Posted 7 months ago