Registered Financial Customer Service Professional
Colorado Remote, United States
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
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
FINRA series 6 and 63 or higher equivalent licensure
Capability to work overtime as required based on business need
What will set you apart
Financial Services or call center experience
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 necessary computer equipment, headset and training materials will be provided.
Minimum service level of 50Mbps download and 10Mbps upload to …
This job isn't fresh anymore!
Search Fresh JobsJob Profile
Must be authorized to work in the U.S. No visa sponsorship available
Benefits/Perks401(k) matching Dental Dental Insurance Financial Advisory Services Flexible work environment Generous paid time off Inclusive benefits Internal mobility Leave of absence programs Life Insurance Medical Medical Insurance Paid Time Off Paid volunteer time Retirement savings Tuition reimbursement Vision Vision Insurance Work-life balance
Tasks- Educate customers
- Process account changes
- Provide customer service
Adaptability Attention to detail Banking Call Center Coaching Collaboration Communication Customer service Empower Financial customer service Financial Services Procedures Processes Sales Training
Experience1-2 years
EducationAssociate's Degree Bachelor's degree Business
CertificationsFINRA Series 6 FINRA Series 63 Series 6
TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9