Registered Financial Customer Service Professional

Empower Retirement, LLC; Overland Park (KS); Hybrid; USD 42,000 - 57,000; Full time

Benefits offered by this job

Medical, dental, vision and life insur

401(k) plan with matching

Tuition reimbursement

Casual business attire

Paid time off and holidays

Volunteer time off

Job summary

Empower Retirement, LLC in the United States invites applicants for a customer service role supporting plan participants. You will answer inquiries, process transactions, and explain historical returns in line with FINRA/SEC guidelines.

This position requires an associate degree or equivalent experience, FINRA Series 6 and 63, and reliable home internet. The company offers a comprehensive benefits package, a flexible work environment, and opportunities for career mobility.

Qualifications

• Associate degree in business or related field preferred.
• If no degree, 1–2 years directly related experience required.
• 1 year of customer service experience, preferably in a financial service–related field.
• FINRA Series 6 and Series 63 required.
• FINRA fingerprinting required.
• Reliable high-speed internet with a wired home workspace required.

Responsibilities

• Answer incoming telephone inquiries including general account information, contributions and withdrawals, 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 per FINRA/SEC guidelines.
• Assist participants through the navigation of the IVR and the website when executing financial transactions and/or initiating loans.
• Run disbursement quotes, respond to managerial feedback, and attend meetings and training sessions.
• Overtime may be required based on business need.

Skills

Customer service experience

FINRA Series 6

FINRA Series 63

FINRA fingerprinting

Internet requirements

Education

Associate degree in business or related field

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.

What you will do:

• 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.
• 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.
• Run disbursement quotes, respond to managerial feedback, and attend meetings and training sessions.
• Overtime may be required based on business need.

What you will bring:

• Associate degree in business or related field preferred.
• If no degree, an additional one to two years directly related experience is required.
• 1 year of customer service experience, preferably in a financial service–related field.
• FINRA Series 6 and Series 63 required.
• FINRA fingerprinting required.
• Required Minimum Internet Specifications: 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. Other necessary computer equipment, headset and training materials will be provided. 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.

What we offer you

• 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 $41,600.00 - $57,125.00

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.

Remote and Hybrid Positions

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: 09-30-2026