Registered Financial Customer Service Professional

Empower is a financial services company focused on helping customers achieve financial freedom. The Registered Financial Customer Service Professional answers retirement-plan inquiries, processes financial transactions, explains investment returns and regulatory information, and assists participants with online and automated systems.

Responsibilities:

• Answer incoming telephone inquiries including, but not limited to, requests for general account information, concerns related to contributions and withdrawals, how to make changes to an account, product information and tax questions
• Process financial transactions upon request of callers
• Explain past returns in comparison to economic environment; convey information in accordance with FINRA / SEC guidelines. Complexity and scope of questions based on level
• Assist participants through the navigation of the automated voice response system as well as the Web Site when executing financial transactions and/or initiating loans. Complexity and scope of questions based on level
• Run disbursement quotes, respond to managerial feedback, and attend meetings and training sessions
• Overtime may be required based on business need

Requirements:

• With no degree, an additional one to two years directly related experience is required
• FINRA Series 6 and Series 63 required
• FINRA fingerprinting required
• To ensure you are set up for success, you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to attend training and work without interruption
• • Minimum service level of 50Mbps download and 10Mbps upload to ensure the best voice quality
• • Associates are required to connect their computers directly to a modem or router using an Ethernet cable to ensure consistent voice quality
• 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.
• • Associate degree in business or related field preferred
• • 1 year of customer service experience, preferably in a financial service-related field