Remote Financial Customer Care Specialist

Empower LLC; Northern (KY); Hybrid; USD 42,000 - 57,000; Full time

Benefits offered by this job

Medical insurance

401(k) with company match

TUITION REIMBURSEMENT

Job summary

Empower LLC is seeking a customer service professional to assist participants with account information, transactions, and guidance on financial products. You will handle inquiries, process transactions, and explain returns in line with FINRA/SEC rules.

The role requires a relevant associate degree or additional related experience, plus FINRA Series 6 and 63 credentials and fingerprinting. Remote or hybrid work options are available with a strong emphasis on reliable connectivity and training

Qualifications

• Associate degree in business or related field preferred.
• 1 year of customer service experience, preferably in financial services.
• FINRA Series 6 and Series 63 required.

Responsibilities

• Answer incoming telephone inquiries including general account information, contributions/withdrawals, account changes, product information and tax questions.
• Process financial transactions upon request of callers.
• Explain past returns in relation to economic environment; follow FINRA/SEC guidelines.
• Assist participants navigating automated voice response and website for transactions and loans.
• Run disbursement quotes, respond to managerial feedback, attend meetings and training.

Skills

Customer service

Phone support

Communication

Education

Associate degree in business or related field

Tools

FINRA Series 6

FINRA Series 63

FINRA fingerprinting

Job description

Empower LLC is seeking a customer service professional to assist participants with account information, transactions, and guidance on financial products. You will handle inquiries, process transactions, and explain returns in line with FINRA/SEC rules.

The role requires a relevant associate degree or additional related experience, plus FINRA Series 6 and 63 credentials and fingerprinting. Remote or hybrid work options are available with a strong emphasis on reliable connectivity and training