Engage with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance on 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
Learn, maintain, and demonstrate detailed knowledge of Empower's 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
Requirements
Minimum of 1+ years customer service experience in financial industry
Previous call center experience
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
Fluency in English
FINRA Series 6 or 7 and Series 63 required.
FINRA fingerprinting upon hire
What will set you apart
Retail, IRA, and/or 401(k) customer service experience
Brokerage experience
Experience with trading in equities, fixed income, and options
Pershing/NetX360 experience
In-depth knowledge of the financial industry including Brokerage, Trading, and Retirement Rules
Benefits
Vision insurance401(k)Flexible schedule
Additional Information
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 Premier Client Service Associate handles inbound calls from existing customers in Empower's Premier Retail products. The primary goal is to support callers with all aspects of their account needs. The Associate will provide exceptional customer service and support to our clients, addressing their inquiries, and resolving issues in a timely and efficient manner. They will also have a firm understanding of current financial markets and retirement account operations.
Empower · Manila, Philippines