Premier Brokerage Associate

NationwideRemotemid

Other

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Quick Summary

Overview

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,

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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.

As a Premier Brokerage Associate at Empower, you will provide exceptional service and support to new and existing clients through inbound telephone interactions. You will assist clients across retail investment products and brokerage account types, resolve account-related inquiries, and leverage your knowledge of Empower's systems and platforms to deliver accurate, efficient, and personalized service.

Responsibilities

~1 min read

→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

→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

#LI-Remote

#PJPW2

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What We Offer

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We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

✓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.