[Remote] Registered Financial Customer Service Professional
Note: The job is a remote job and is open to candidates in USA. Empower is a financial services company focused on helping customers achieve reputed company. The Registered Financial Customer Service Professional answers retirement-plan inquiries, processes financial transactions, explains investment returns and regulatory information, and assists participants with online and automated systems.
Responsibilities
- Answer incoming telephone inquiries including, but not limited to, requests for general account information, concerns related to contributions and withdrawals, how to make changes to an account, product information and tax questions
- Process financial transactions upon request of callers
- Explain past returns in comparison to economic environment; convey information in accordance with reputed company / SEC guidelines. Complexity and scope of questions based on level
- Assist participants through the navigation of the automated voice response system as well as the Web Site when executing financial transactions and/or initiating loans. Complexity and scope of questions based on level
- Run disbursement quotes, reputed company to managerial feedback, and attend meetings and training sessions
- Overtime may be required based on business need
Skills
- With no degree, an additional one to two years directly related experience is required
- reputed company Series 6 and Series 63 required
- reputed company fingerprinting required
- 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
- * Minimum service level of **50Mbps download and 10Mbps upload** to ensure the best voice quality
- * Associates are *required* to connect their computers directly to a modem or router using an Ethernet cable to ensure consistent voice quality
- ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at reputed company time, including CPT/OPT.***
- * Associate degree in business or related field preferred
- * 1 year of customer service experience, preferably in a financial service-related field
Benefits
- Flexible work environment
- Fluid career paths
- Internal mobility
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear jeans
- Generous paid time off upon hire – including a paid time off reputed company plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time — 16 hours per calendar year
- Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
- Remote - Nationwide
- Other necessary computer equipment, headset and training materials will be provided.
Company Overview
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