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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 and embark on a rewarding career in financial services. Enjoy a flexible work environment, comprehensive training, and the opportunity to help customers achieve financial freedom while developing your skills.

Key Responsibilities

  • Provide excellent service within the call center for customers’ retirement savings accounts
  • Educate and empower customers without 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 AND 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, Monday through Friday with an occasional Saturday
  • Capability to work overtime as required based on business need

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
  • 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 & Perks

Medical, dental, vision, and life insurance401(k) plan with generous company matching contributionsTuition reimbursement up to $5,250/yearBusiness-casual environmentGenerous paid time off including holidaysPaid volunteer time — 16 hours per calendar yearLeave of absence programs including paid parental leave and disability leaveBusiness Resource Groups for inclusion and collaboration