Remote Investment Support Specialist

Empower LLC; Northern (KY); À distance; USD 46 000 - 63 000; Plein temps

Avantages offerts par ce poste

Medical/Dental/Vision

401(k) plan with match

Tuition reimbursement

Paid time off

Volunteer time

BRGs

Résumé du poste

Empower LLC invites you to join as a Premier Service Associate to support existing clients with investment needs, including trading, transfers, and account operations. You’ll handle inbound calls with accuracy and follow-up to ensure a responsive client experience.

The role requires a bachelor’s degree, 2+ years of financial customer service, knowledge of markets and retirement accounts, and FINRA Series 6 & 63. This remote nationwide position offers strong benefits and competitive compensation.

Qualifications

• Bachelor’s degree required and FINRA licenses preferred.
• Experience in financial customer service and brokerage operations is essential.
• Knowledge of retirement accounts and market fundamentals is required.

Responsabilités

• Handle inbound client calls and address investment inquiries.
• Explain brokerage rules, regulatory requirements, and account operations.
• Identify opportunities to connect clients with Retirement Advisor team and follow up.

Connaissances

Customer service

Financial markets knowledge

Communication

Formation

Bachelor’s degree

FINRA Series 6

FINRA Series 63

Description du poste

Empower LLC invites you to join as a Premier Service Associate to support existing clients with investment needs, including trading, transfers, and account operations. You’ll handle inbound calls with accuracy and follow-up to ensure a responsive client experience.

The role requires a bachelor’s degree, 2+ years of financial customer service, knowledge of markets and retirement accounts, and FINRA Series 6 & 63. This remote nationwide position offers strong benefits and competitive compensation.