Premier Service Associate

Empower; United States; Hybrid; USD 46,000 - 63,000; Full time

Benefits offered by this job

Medical, dental, vision and life-ins

401(k) with company match and advisory

Tuition reimbursement

Paid time off and holidays

Volunteer time

Job summary

Empower in the United States is seeking a Premier Service Associate to support clients with investment needs, including trading and account operations. You will respond to inquiries, provide recommendations, and ensure compliant handling of brokerage transactions across securities, mutual funds and retirement accounts.

The role requires a Bachelor’s degree, FINRA Series 6 and 63, and at least two years in financial customer service, with strong communication and multi-system capabilities.

Qualifications

• Bachelor’s Degree required.
• 2+ years of financial customer service experience.
• Strong customer service background with understanding of diverse operational and investment needs.
• Knowledge of current financial markets and retirement account operations is necessary.
• FINRA Series 6 and Series 63 required.
• FINRA fingerprinting is required.

Responsibilities

• Service new and existing client needs via inbound calls.
• Engage customers in an Investment Recommendation Conversation.
• Deliver an efficient and responsive client experience with ownership and proactive follow-up.
• Demonstrate knowledge of Brokerage transactions and regulatory requirements including Corporate Actions, Exchange Rules, Suitability, and Tax Implications.
• Uncover leads and opportunities to hand off to Retirement Advisor Team and drive new business opportunities.

Skills

Bachelor’s Degree

Financial customer service

Regulatory knowledge

FINRA Series 6

FINRA Series 63

Knowledge of financial markets

Communication skills

Education

Bachelor’s Degree

Job description

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 Service Associate, you will support existing Empower clients with all aspects of their investment needs. You’ll respond to operational inquiries regarding trading, asset movement, account opening and asset consolidation, and handle client trading of Equity, ETF, Mutual Fund, Options and Fixed Income securities.

Schedule will vary by time zone. Candidates must be available to work the following Monday - Friday schedule for their location:

Eastern Time (ET): 11:30 a.m. - 8:00 p.m.

Central Time (CT): 10:30 a.m. - 7:00 p.m.

Mountain Time (MT): 9:30 a.m. - 6:00 p.m.

What You Will Do

• Service new and existing client needs via inbound calls.
• Engage customers in an Investment Recommendation Conversation.
• 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.

What You Will Bring

• Bachelor’s Degree required.
• 2+ years of financial customer service experience.
• Strong customer service background with a firm understanding of the diverse operational and investment needs of our customers.
• Knowledge of current financial markets and retirement account operations is necessary.
• FINRA Series 6 and Series 63 required
• FINRA fingerprinting.

What Will Set You Apart

• Strong written, verbal and presentation skills.
• Strong technological skills and an ability to multi-task across systems.
• Past brokerage and mutual fund trading experience.
• Retail, IRA and/or 401K customer service experience.

#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 You

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.

Base Salary Range

$45,700.00 - $62,875.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer

• Drug-free workplace

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 (40 and over), 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.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12-01 am on: 10-17-2026

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