Remote Retirement Services Specialist – Customer Care

Empower; Oregon; Hybrid; USD 42,000 - 57,000; Full time

Benefits offered by this job

Medical, dental, vision and life

401(k) with company match up to 6%

Tuition reimbursement

Business-casual environment

PTO + holidays + floating holidays

Volunteer time 16 hours

Leave of absence programs

BRGs

Job summary

Empower is seeking a Customer Service Associate in Oregon to deliver high-quality service for customers’ retirement savings accounts. You will educate customers, handle plan updates, and process contributions, loans, withdrawals, and general account changes by phone.

The role requires a 40-hour work week (with occasional Saturday) and flexibility for overtime. Aided by benefits like health, retirement, tuition reimbursement, PTO, and volunteer time, Empower supports your growth.

Qualifications

• Associates degree or higher AND at least one year of customer service experience (including but not limited to food service, retail, hospitality, teaching, military, or banking) OR two or more years of customer service experience.
• Current FINRA series 6 and 63 or higher equivalent licensure required.
• Availability to work a 40-hour work week, outside of traditional business hours, Monday through Friday with an occasional Saturday.
• Capability to work overtime as required based on business need.

Responsibilities

• Provide excellent service within our call center for our customers' retirement savings accounts.
• Educate and empower our customers without having to make cold calls or sales.
• Communicate critical plan updates and changes.
• Process contribution changes, loans, and withdrawals.
• Process general account changes upon direction from the customer.

Skills

Customer service

Phone support

Attention to detail

Adapt communication style

Education

Associate degree

1+ year customer service

2+ years customer service

Tools

FINRA Series 6 & 63

Job description

Empower is seeking a Customer Service Associate in Oregon to deliver high-quality service for customers’ retirement savings accounts. You will educate customers, handle plan updates, and process contributions, loans, withdrawals, and general account changes by phone.

The role requires a 40-hour work week (with occasional Saturday) and flexibility for overtime. Aided by benefits like health, retirement, tuition reimbursement, PTO, and volunteer time, Empower supports your growth.