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Financial Customer Service Professional

Empower

Dallas, TX
27 days ago
$38,900.00 - $53,450.00

This Job Position Has Expired

This job listing is no longer available for applications. The position may have been filled or the posting period has ended.

Job Description

Join Empower as a Financial Customer Service Professional in a flexible, remote environment where you can grow your career while helping customers achieve financial freedom. Benefit from comprehensive training and a supportive team culture that values work-life balance.

Key Responsibilities

  • Provide excellent service in the 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

Required Qualifications

  • Associates degree or higher
  • At least one year of customer service experience or two or more years of customer service experience
  • Availability to work a 40-hour work week outside of traditional business hours

Preferred Qualifications

  • 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
  • Attention to detail and ability to learn and apply financial industry policies

Benefits & Perks

Medical, dental, vision, and life insurance401(k) with generous company matching contributionsTuition reimbursement up to $5,250/yearBusiness-casual environmentGenerous paid time off including holidaysPaid volunteer timeLeave of absence programs