Remote Investment Services Associate

Empower Retirement; Greenwood Village (CO); Remote; USD 46,000 - 63,000; Full time

Benefits offered by this job

Medical, dental, vision and life

401(k) with company match

Tuition reimbursement

Casual dress

Paid time off and holidays

Volunteer time off

Job summary

Empower Retirement is seeking a Premier Service Associate to support clients with all aspects of their investment needs. You will respond to inquiries regarding trades, asset movements, account openings, and asset consolidation, handling equities, ETFs, mutual funds, options and fixed income.

The role requires a Bachelor's degree, 2+ years of financial customer service, and FINRA Series 6 and 63 licensing. You will work a varying schedule to accommodate multiple time zones and roles may include

Qualifications

• Bachelor's degree required.
• 2+ years of financial customer service experience.
• Strong customer service background with understanding of operational and investment needs.
• Knowledge of current financial markets and retirement account operations.

Responsibilities

• Respond to inbound calls for new and existing client needs.
• Engage clients in an Investment Recommendation Conversation.
• Deliver accurate information with proactive follow up.
• Demonstrate knowledge of Brokerage transactions, regulatory requirements, and tax implications.
• Uncover leads and hand off to Retirement Advisor Team to drive new business.

Skills

Customer service

Investment knowledge

Multi-tasking

Communication skills

Education

Bachelor's degree

FINRA Series 6 & 63

Job description

Empower Retirement is seeking a Premier Service Associate to support clients with all aspects of their investment needs. You will respond to inquiries regarding trades, asset movements, account openings, and asset consolidation, handling equities, ETFs, mutual funds, options and fixed income.

The role requires a Bachelor's degree, 2+ years of financial customer service, and FINRA Series 6 and 63 licensing. You will work a varying schedule to accommodate multiple time zones and roles may include