Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Premier Client Service Associate handles inbound calls from existing customers in Empower’s Premier Retail products. The primary goal is to support callers with all aspects of their account needs. The Premier Associate will provide exceptional customer service and support to our clients, addressing their inquiries, and resolving issues in a timely and efficient manner. They will also have a firm understanding of current financial markets and retirement account operations.
What you will do
Engage with customers via inbound calls, responding to their inquiries and providing product and service level guidance on retail productsDeliver professional service with a pleasant demeanor and strong communication skillsManage a wide array of service requests including account maintenance, asset movement, facilitating trades and withdrawal requestsLearn, maintain, and demonstrate detailed knowledge of Empower’s customer experience, product offerings and processesDeliver a responsive client experience by taking ownership, delivering accurate information, and collaborating with internal business partnersCreate a positive service experience by confidently navigating problems and finding solutions independentlyNavigate between multiple systems, internal modes of communication and resources while simultaneously engaging in client phone callsAchieve and maintain a high level of customer satisfaction and performance metricsEducate customers on financial solutions and tools offered by EmpowerWhat you will bring
Minimum of 1+ years customer service experience in the financial services industryPrevious call center experienceDemonstrated enthusiasm for providing quality service in a professional environmentStrong active listening and verbal communication skills to support our diverse customer baseAbility to use, navigate, and troubleshoot technology and operate multiple technology platforms simultaneouslyFINRA Series 6 or 7 and Series 63 requiredFINRA fingerprinting upon hireWhat will set you apart
Ability to work in a fast paced, client-driven call center with a cheerful demeanorRetail, IRA, and/or 401(k) customer service experienceBrokerage experienceExperience with trading in equities, fixed income, and optionPershing/NetX360 experience In-depth knowledge of Financial Industry including Brokerage, Trading, and Retirement RulesWe 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, 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.