Premier Service Associate

$43,900 - $60,400/Yr

Empower Company S.R.O. - Denver, CO

Full-time - Entry Level

Remote - Denver, CO

Amusement, Gambling, and Recreation Industries

About the position

As a Premier Service Associate, you will play a crucial role in supporting Empower clients with their IRA investment needs. This position involves responding to operational inquiries, facilitating client trading, and ensuring a high level of customer satisfaction. You will engage with clients to provide investment recommendations and drive new business opportunities while demonstrating knowledge of brokerage transactions and regulatory requirements.

Responsibilities

• 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 initiating 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

Requirements

• Bachelor's Degree required
• 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
• FINRA Series 6 and Series 63 required, as well as FINRA fingerprinting
• Insurance license may be required within 90 days of hire

Nice-to-haves

• 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

Benefits

• Medical, dental, vision and life insurance
• Retirement savings - 401(k) plan with generous company matching contributions (up to 6%)
• 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 program 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)