Associate Brokerage Service

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.

The Assoc Brokerage Service handles inbound calls from new and existing Empower customers on all retail products and account types. The primary goal of this role is to support Brokerage customers with all aspects of their account needs. The Assoc Premier Wealth will provide exceptional customer service and support to our clients, addressing their inquiries, and resolving issues in a timely and efficient manner. Has a firm understanding of current financial markets and retirement account operations.

What You Will Do

• Engage with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance on Brokerage and retail products under 250k.
• Deliver professional service with a pleasant phone demeanor and strong communication skills.
• Manage a wide array of service requests including account maintenance, asset movement, facilitating trades and money out requests.
• Assist clients with trading of Equity, ETF, Mutual Fund, Options and Fixed Income securities in an inbound call center setting.
• Learn, maintain, and demonstrate detailed knowledge of Empowers customer experience, product offerings and processes.
• Deliver a responsive client experience by taking ownership, delivering accurate information, and collaborating with internal business partners.
• Create a positive service experience by confidently navigating problems and finding solutions independently.
• Navigate between multiple systems, internal modes of communication and resources while simultaneously engaging in client phone calls.
• Achieve and maintain a high level of customer satisfaction and performance metrics.
• Educate customers on financial solutions and tools offered by Empower. 
  
  

What You Will Bring

• FINRA Series 7 and Series 63 required.
• FINRA fingerprinting required upon hire.
• 2+ years customer service experience in financial industry
• Experience trading in Brokerage accounts. Trading in fixed income and options preferred.
• Demonstrate enthusiasm for providing quality service in a professional environment
• Ability to work in a fast paced, client-driven call center with a cheerful outlook.
• Strong active listening and verbal communication skills to support our diverse customer base.
• Ability to use, navigate, and troubleshoot technology and operate multiple technology platforms simultaneously.
• Retail, IRA and/or 401K customer service experience preferred
• Brokerage Experience desired
• Pershing/NetX360 experience is a plus
• Experience with trading in equities, fixed income, and options preferred
• In-depth knowledge of Financial Industry including Brokerage, Trading, and Retirement Rules desired.  
• Comprehensive PC skills including ability to quickly learn Empower Retirements recordkeeping system and Salesforce software is a plus.
• Ability to speak fluent English
• Ability to work overnight hours
  
  

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

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