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Financial Customer Service Professional

Empower

Milwaukee, WI
1 month ago
$37,000.00 - $50,950.00

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 help customers achieve financial freedom through exceptional service. Enjoy a flexible work environment, paid training, and career development opportunities in this remote position with occasional office visits.

Key Responsibilities

  • Provide excellent service within the call center for customers’ retirement savings accounts
  • Educate customers without making cold calls or sales
  • Communicate critical plan updates and changes
  • Process contribution changes, loans, and withdrawals
  • Process general account changes as directed by customers
  • 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 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
  • Passion for providing quality customer service
  • Ability to adapt communication style for diverse customers
  • Attention to detail

Benefits & Perks

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