Remote Premier Investment Services Associate

Empower LLC; United States; Remote; USD 46,000 - 63,000; Full time

Benefits offered by this job

Health insurance

401(k)

Tuition reimbursement

Casual dress

Paid time off

Volunteer time

Parental leave

BRGs

Job summary

Empower LLC in the United States is seeking a Premier Service Associate to support clients with all aspects of their investment needs, respond to inquiries, and deliver proactive follow-up in a client-first environment.

You will handle inbound calls, engage clients in Investment Recommendation Conversations, execute brokerage transactions (Equity, ETF, Mutual Fund, Options, Fixed Income) and collaborate with Retirement Advisor teams to uncover new opportunities.

Qualifications

• 2+ years of financial customer service experience.
• Knowledge of current financial markets and retirement account operations is necessary.
• FINRA Series 6 and Series 63 required.

Responsibilities

• Service new and existing client needs via inbound calls.
• Engage customers in an Investment Recommendation Conversation.
• Deliver an efficient and responsive client experience by taking ownership and following up.

Skills

Financial service

Customer service

FINRA 6

FINRA 63

Brokerage knowledge

Communication

Education

Bachelor's degree

Tools

Trading platforms

CRM systems

Job description

Empower LLC in the United States is seeking a Premier Service Associate to support clients with all aspects of their investment needs, respond to inquiries, and deliver proactive follow-up in a client-first environment.

You will handle inbound calls, engage clients in Investment Recommendation Conversations, execute brokerage transactions (Equity, ETF, Mutual Fund, Options, Fixed Income) and collaborate with Retirement Advisor teams to uncover new opportunities.