Remote Brokerage Client Specialist

Empower Retirement; Greenwood Village (CO); Hybride; USD 50 000 - 69 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Dental/Vision/Life insurance

401(k) with company match

Tuition reimbursement

Casual dress (jeans)

Paid time off

Volunteer time

Leave programs

BRGs

Résumé du poste

Empower Retirement is seeking a Premier Brokerage Associate to deliver exceptional service to clients by supporting trading and account-related inquiries in a busy inbound call center environment.

Role focuses on Equity, ETF, Mutual Fund, Options and Fixed Income trading while ensuring regulatory compliance and accurate information. Schedule varies by time zone with remote/hybrid options, supporting nationwide customers.

Qualifications

• Active FINRA Series 7 and Series 63 required.
• FINRA fingerprinting 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.

Responsabilités

• 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, trades, and maintenance.
• Deliver a responsive client experience by owning inquiries and following up proactively.
• 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 Retirement Advisor Team and drive new business.

Connaissances

FINRA Series 7

FINRA Series 63

Customer service

Equities trading

Fixed income

Options

Description du poste

Empower Retirement is seeking a Premier Brokerage Associate to deliver exceptional service to clients by supporting trading and account-related inquiries in a busy inbound call center environment.

Role focuses on Equity, ETF, Mutual Fund, Options and Fixed Income trading while ensuring regulatory compliance and accurate information. Schedule varies by time zone with remote/hybrid options, supporting nationwide customers.