Remote Financial Services Advisor – Customer Care

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

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.