Financial Customer Service Professional

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

What you will do

Work in collaboration with a team of associates and launch your financial services career in our call center! New to the industry? No problem. Develop a solid foundation through our paid associate training program and receive continuous coaching for your role and career trajectory. Partner with our team and clients to:

• 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

• Receive the opportunity to train and study to obtain FINRA Series 6 & 63 licenses

What you will bring

• Availability to work a 40-hour work week, outside of traditional business hours, Monday through Friday with an occasional Saturday

• 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

• Capability to work overtime as required based on business need

What will set you apart

• Fluency in both English and Spanish

• Financial Services or call center experience

• FINRA series 6 and 63 or higher equivalent licensure

• A passion for providing quality customer service

• Desire to engage with customers over the phone

• Capability to adapt communication style while servicing our diverse customer base

• Attention to detail and ability to learn and apply financial industry policies, processes, and procedures

Required Minimum Internet Specifications:

To ensure you are set up for success, you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to attend training and work without interruption. Other …