[Remote] Premier Brokerage Associate
Note: The job is a remote job and is open to candidates in USA. Empower is committed to transforming financial lives by providing a flexible work environment and celebrating internal mobility. As a Premier Brokerage Associate, you will support clients with retail products and account types, ensuring exceptional service and managing various service requests in a call center setting.
Responsibilities
- 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 initiate 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
Skills
- Active FINRA Series 7 and Series 63 required
- FINRA fingerprinting required
- 2+ years of customer service experience, preferably in financial services or a high-volume inbound call center environment
- Knowledge of equities trading, fixed income, and options
- 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
- 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.
Company Overview
