Registered Financial Customer Service Professional

Empower Retirement; Moosic (Lackawanna County); Remote; USD 40,000 - 57,000; Full time

Job summary

A leading financial services company is seeking a dedicated individual to join their team in a remote role. This position involves assisting customers with retirement plans and processing financial transactions. Candidates should have strong customer service skills and relevant qualifications. The company offers a flexible work environment, comprehensive benefits, and opportunities for career growth. Applicants must be within commuting distance of Moosic, PA, and be available for occasional in-office meetings.

Benefits

Medical, dental, vision, and life insurance.

Retirement plan with company match up to 6%.

Tuition reimbursement up to $5,250/year.

Paid time off, holidays, and floating holidays.

Paid volunteer time (16 hours/year).

Qualifications

• 1-2 years of directly related experience without a degree is acceptable.
• FINRA Series 6 and Series 63 licenses required.

Responsibilities

• Answer incoming telephone inquiries regarding retirement plans.
• Process financial transactions as requested by callers.
• Assist participants with navigating the automated voice response system.

Skills

Customer Service

Education

Associate degree in business

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.

While this is a remote position, candidates must be willing to come into the office 4 to 6 times per year.

Must be within commuting distance of 30 E.D. Preate Drive, Moosic, PA 18507.

Responsibilities:

1. Answer incoming telephone inquiries regarding retirement plans, including general account information, contributions, withdrawals, account changes, product info, and tax questions.
2. Process financial transactions as requested by callers.
3. Explain past returns in relation to the economic environment, adhering to FINRA / SEC guidelines.
4. Assist participants with navigating the automated voice response system and the website for transactions and loans.
5. Run disbursement quotes, respond to managerial feedback, and participate in meetings and training sessions.
6. Overtime may be required based on business needs.

Qualifications:

1. Associate degree in business or related field preferred; alternatively, 1-2 years of directly related experience without a degree.
2. At least 1 year of customer service experience, preferably in financial services.
3. FINRA Series 6 and Series 63 licenses required.
4. FINRA fingerprinting required.
5. Availability to work between 7 am - 7 pm; overtime may be required.
6. Authorized to work in the U.S.; sponsorship not available at this time.

Benefits:

• Medical, dental, vision, and life insurance.
• Retirement plan with company match up to 6%, financial advisory, and broad investment options.
• Tuition reimbursement up to $5,250/year.
• Business-casual environment, including jeans.
• Paid time off, holidays, and floating holidays.
• Paid volunteer time (16 hours/year).
• Leave of absence programs including parental leave and disability.
• Internal networks (BRGs) supporting diversity and inclusion.

Salary Range: $40,800 - $56,025 annually, with potential bonuses and incentives based on performance and role.

We are an equal opportunity employer committed to diversity. All qualified applicants will receive consideration without regard to personal characteristics or protected statuses.

Remote and hybrid employees must have reliable high-speed internet and a dedicated workspace. Equipment will be provided, and in some cases, work in the office may be required.

Application deadline: 05-16-2025 at 12:01 am.