Registered Financial Customer Service Professional

Empower; Dubuque (IA); Remote; USD 40,000 - 55,000; Full time

Job summary

Empower is seeking a Registered Financial Customer Service Professional to join their team. This remote position requires occasional office visits in Dubuque, IA. The role involves providing excellent service in a call center for retirement accounts, with opportunities for professional growth and training for financial licenses.

Qualifications

• 1 year of customer service experience or 2+ years of experience.
• Availability for a 40-hour week, Monday to Friday.

Responsibilities

• Provide excellent service for customers' retirement savings accounts.
• Communicate critical plan updates and changes.
• Opportunity to train for FINRA Series 6 & 63 licenses.

Skills

Fluency in English

Fluency in Spanish

Customer Service

Education

Associates degree or higher

Job description

Registered Financial Customer Service Professional

Join to apply for the Registered Financial Customer Service Professional role at Empower.

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.

Note: While this is a remote position, candidates must be willing to come into the office located at 1000 Jackson St., Dubuque, IA, 4 to 6 times per year.

What You Will Do

• Work in collaboration with a team of associates and launch your financial services career in our call center.
• Develop a solid foundation through our paid associate training program and receive continuous coaching for your role and career trajectory.
• Partner with our team and clients to:

• Provide excellent service within our call center for our customers’ retirement savings accounts.
• Educate and empower our customers without making cold calls or sales.
• Communicate critical plan updates and changes.
• Process contribution changes, loans, and withdrawals.
• Process general account changes upon customer instructions.
• Opportunity to train and study for FINRA Series 6 & 63 licenses.

What You Will Bring

• Availability to work a 40-hour week, Monday through Friday, with occasional Saturday work.
• Associates degree or higher with at least one year of customer service experience, or two or more years of customer service experience.
• Capability to work overtime as needed.

What Will Set You Apart

• Fluency in English and Spanish.
• Experience in financial services or call centers.
• FINRA Series 6 & 63 or higher licensure.
• A passion for quality customer service.
• Desire to engage with customers over the phone.
• Ability to adapt communication style for diverse customers.
• Attention to detail and ability to learn financial industry policies and procedures.

Minimum Internet Requirements

Reliable high-speed internet with a wired connection is required, with minimum speeds of 50Mbps download and 10Mbps upload. Equipment and training materials will be provided.