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Premier Service Associate - Remote - Remote Eligible

Support clients with investment transactions and operational inquiries efficiently
Remote
Junior
$44,800 – 61,600 USD / year
yesterday
VetJobs

VetJobs

Provides employment assistance, job listings, and career resources tailored to military veterans, transitioning service members, and their families.

Premier Service Associate - Remote

ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please follow the next steps.

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.

As a Premier Service Associate, you will support existing Empower clients with all aspects of their investment needs. You'll respond to operational inquiries regarding trading, asset movement, account opening and asset consolidation, and handle client trading of Equity, ETF, Mutual Fund, Options and Fixed Income securities. Schedule will vary by time zone. Candidates must be available to work the following Monday - Friday schedule for their location:

Eastern Time (ET): 11:30 a.m. - 8:00 p.m.

Central Time (CT): 10:30 a.m. - 7:00 p.m.

Mountain Time (MT): 9:30 a.m. - 6:00 p.m.

What you will do:

  • Service new and existing client needs via inbound calls.
  • Engage customers in an Investment Recommendation Conversation.
  • Deliver an efficient and responsive client experience by taking ownership, delivering accurate information and initiate proactive follow up.
  • Demonstrate knowledge of Brokerage transaction and regulatory requirements including Corporate Actions, Exchange Rules, Suitability, and Tax Implications.
  • Uncover leads and opportunities to hand off to the Retirement Advisor Team and drive new business opportunities.

What you will bring:

  • Active FINRA Series 6 and Series 63 required, as well as FINRA fingerprinting.
  • 2+ years of financial customer service experience.
  • Strong customer service background with a firm understanding of the diverse operational and investment needs of our customers.
  • Knowledge of current financial markets and retirement account operations is necessary.
  • Strong written, verbal and presentation skills.
  • Strong technological skills and an ability to multi-task across systems.
  • Past brokerage and mutual fund trading experience.
  • Retail, IRA and/or 401K customer service experience.

Base Salary Range $44,800.00 - $61,600.00. The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer • Drug-free workplace. 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 (40 and over), 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.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.

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Premier Service Associate - Remote - Remote Eligible
Remote
$44,800 – 61,600 USD / year
Support
About VetJobs
Provides employment assistance, job listings, and career resources tailored to military veterans, transitioning service members, and their families.