Job Details
Grow your career with a growing organization
Whether they re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that s hard to beat. And from a personal satisfaction perspective, you ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
The Associate Premier Wealth - Spanish Bilingual role handles inbound calls from new and existing Empower customers on all retail products and account types. The primary goal is to support callers with all aspects of their account needs. The candidate will have
expertise and experience servicing Empower Customers and be a subject matter expert with Empower s systems and platform
The core business hours for this position is 9:30 am Mountain Time to 6:00 pm Mountain Time.
What you will do
Provide exceptional service and support to Empower s retail customers while effectively explaining retirement concepts in an easy-to-understand manner.
Demonstrate a detailed knowledge of Empower s customer experience, product offerings and processes.
Manage a wide array of service requests including account opening, asset movement,
facilitating
trades, and maintenance needs on Empower s retail products.
Handle inbound and outbound call volume based on priority and workflow volume.
Assist
clients with
trading of Equity, ETF, Mutual Fund, Options and Fixed Income securities in an inbound call center setting.
Serve as a peer mentor
SME
and trainer for new hires within the call center
Deliver a responsive client experience by taking ownership, delivering
accurate
information, and collaborating with internal business partners
in response to escalated customer situations.
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.
Educate customers on financial solutions and tools offered by Empower.
What you will bring
Bachelor s degree, business or finance preferred.
2+
years customer service experience in financial industry
Experience trading in equities, fixed income and options preferred
FINRA Series 7 and Series 63
required
FINRA fingerprinting upon hire
What will set you apart
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
Ability to navigate and
operate
multiple technology platforms simultaneously.
Previous
call center experience, preferred
PJPW
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
- Medical, dental, vision and life insurance
- Retirement savings 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- 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)
- Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
Base Salary Range
$48,300.00 - $66,450.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.
Job Posting End Date at 12:01 am on:
07-06-2024
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