Remote Brokerage Associate: Trading & Client Services

Empower LLC; United States; Remote; USD 50,000 - 69,000; Full time

Benefits offered by this job

Medical, dental, vision, and life保险

401(k) with company matching

Tuition reimbursement

Casual dress code

Paid time off + holidays

Volunteer time off

Parental leave & disability

BRGs

Job summary

Empower LLC is seeking a Premier Brokerage Associate in the United States to deliver exceptional service to new and existing clients via inbound calls. You will assist with trading Equity, ETF, Mutual Fund, Options and Fixed Income while navigating Empower's systems to provide accurate, efficient support.

The start date is January 18, 2027, with a varying schedule by time zone. Remote work options are available, with specific ET/CT/MT hours depending on location.

Qualifications

• FINRA Series 7 and 63 active required.
• 2+ years of customer service experience, preferably in financial services or a high-volume inbound call center.
• Knowledge of equities trading, fixed income, and options.

Responsibilities

• Provide exceptional service and support to Empower’s retail customers while explaining concepts clearly.
• Assist clients with trading of Equity, ETF, Mutual Fund, Options and Fixed Income securities in an inbound call center.
• Manage a wide array of service requests including account opening, asset movement, facilitating trades, and maintenance needs on Empower’s retail products.
• Deliver an efficient and responsive client experience by taking ownership and providing accurate information with 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 the Retirement Advisor Team and drive new business opportunities.

Skills

FINRA Series 7/63

Customer service experience

Equities trading knowledge

Communication skills

Tools

Brokerage platforms

Job description

Empower LLC is seeking a Premier Brokerage Associate in the United States to deliver exceptional service to new and existing clients via inbound calls. You will assist with trading Equity, ETF, Mutual Fund, Options and Fixed Income while navigating Empower's systems to provide accurate, efficient support.

The start date is January 18, 2027, with a varying schedule by time zone. Remote work options are available, with specific ET/CT/MT hours depending on location.