Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

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 chosen candidate 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.

ESSENTIAL FUNCTIONS:
• Engage with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance on retail products under 250k.
• Deliver professional service with a pleasant phone demeanor and strong communication skills.
• Manage a wide array of service requests including account maintenance, asset movement, facilitating trades and money out requests.
• Learn, maintain, and demonstrate detailed knowledge of Empower’s customer experience, product offerings and processes.
• Deliver a responsive client experience by taking ownership, delivering accurate information, and collaborating with internal business partners.
• Create a positive service experience by confidently navigating problems and finding solutions independently.
• Navigate between multiple systems, internal modes of communication and resources while simultaneously engaging in client phone calls.
• Achieve and maintain a high level of customer satisfaction and performance metrics.
• Educate customers on financial solutions and tools offered by Empower.

QUALIFICATIONS:
• Minimum of 1+ years customer service experience in financial industry
• Previous call center experience
• Demonstrate enthusiasm for providing quality service in a professional environment.
• Ability to work in a fast paced, client-driven call center with a cheerful outlook.
• Strong active listening and verbal communication skills to support our diverse customer base.
• Ability to use, navigate, and troubleshoot technology and operate multiple technology platforms simultaneously.
• FINRA Series 6 or 7 and Series 63 required.
• FINRA fingerprinting upon hire.
• Retail, IRA, and/or 401K customer service experience
• Brokerage Experience
• Experience with trading in equities, fixed income, and options.
• Pershing/NetX360 experience 
• In-depth knowledge of Financial Industry including Brokerage, Trading, and Retirement Rules. 

This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description. You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

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, 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.