Registered Financial Customer Service Professional

Empower Retirement; United States; On-site; USD 42,000 - 57,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan

Tuition reimbursement

Paid time off

Volunteer time off

BRGs

Job summary

Empower Retirement is seeking a dedicated customer service professional to join our contact center. You will handle retirement savings inquiries, educate customers without sales pressure, and communicate critical plan updates over the phone.

The role requires 1+ year of customer service (or 2+ years) and a FINRA Series 6/63 license. Shifts are scheduled to meet business needs, with a 40-hour work week and occasional Saturday.

Qualifications

• Associates degree or higher AND at least one year of customer service experience OR two or more years of customer service experience.
• FINRA Series 6 and 63 or higher equivalent licensure required.
• Ability to work overtime as required based on business need.

Responsibilities

• Provide excellent service within our call center for our customers' retirement savings accounts.
• Educate and empower our customers without having to make cold calls or sales.
• Communicate critical plan updates and changes.
• Process contribution changes, loans, and withdrawals.
• Process general account changes upon direction from the customer.

Skills

Customer service

Phone etiquette

Effective communication

Attention to detail

Multitasking

Education

Associates degree or higher

1+ year customer service OR 2+ years customer service

Tools

FINRA Series 6/63 license

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.

The contact center is open until 10:00 p.m. Eastern and shifts are assigned based on business need. The closing shift is generally the highest business need, and earlier shifts cannot be guaranteed.

What you will do:

• Provide excellent service within our call center for our customers' retirement savings accounts.
• Educate and empower our customers without having to make cold calls or sales.
• Communicate critical plan updates and changes.
• Process contribution changes, loans, and withdrawals.
• Process general account changes upon direction from the customer.

What you will bring:

• Availability to work a 40-hour work week, outside of traditional business hours, Monday through Friday with an occasional Saturday.
• Associates degree or higher AND at least one year of customer service experience (including but not limited to food service, retail, hospitality, teaching, military, or banking) OR two or more years of customer service experience.
• Current FINRA series 6 and 63 or higher equivalent licensure required.
• Capability to work overtime as required based on business need.

What will set you apart:

• Financial Services or call center experience
• A passion for providing quality customer service
• Desire to engage with customers over the phone
• Capability to adapt communication style while servicing our diverse customer base
• Attention to detail and ability to learn and apply financial industry policies, processes, and procedures

Required Minimum Internet Specifications:

• 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.

PJPS

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

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