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Financial Customer Service Professional ID-12542

About the position

The Financial Customer Service Professional role at Empower Retirement involves providing exceptional service to customers regarding their retirement savings accounts. This position is designed for individuals looking to launch their financial services career in a supportive call center environment, with comprehensive training and ongoing coaching provided. The role emphasizes customer education and empowerment without the pressure of sales, making it ideal for those passionate about helping others achieve their financial goals.

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Responsibilities

  • Provide excellent service within our call center for customers' retirement savings accounts
  • Educate and empower customers without making 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
  • Train and study to obtain FINRA Series 6 & 63 licenses

Requirements

  • Availability to work a 40-hour work week, outside of traditional business hours, Monday through Friday with occasional Saturdays
  • Associates degree or higher AND at least one year of customer service experience or two or more years of customer service experience
  • Capability to work overtime as required based on business need

Nice-to-haves

  • 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 a diverse customer base
  • Attention to detail and ability to learn and apply financial industry policies, processes, and procedures

Benefits

  • Medical, dental, vision and life insurance
  • 401(k) plan with generous company matching contributions (up to 6%)
  • Tuition reimbursement up to $5,250/year
  • Generous paid time off including ten paid company holidays and three floating holidays
  • Paid volunteer time - 16 hours per calendar year
  • Paid parental leave and Family and Medical Leave (FMLA)
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