Financial Customer Service Professional

Empower

Location: New York City, New York, USA

Category: Finance

Salary: 42,800 - 58,850 USD / yearly

Full-time

Job Description

Join our team as a Financial Customer Service Professional and help customers achieve financial freedom. We provide a flexible work environment, continuous coaching, and opportunities for career growth.

Responsibilities

Provide excellent service within our 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

Qualifications

Availability to work a 40-hour work week
Associate's degree or higher
At least one year of customer service experience
FINRA series 6 and 63 or higher equivalent licensure

Perks & Benefits

Medical, dental, vision, and life insurance
401(k) plan with company matching contributions
Tuition reimbursement
Business-casual environment
Generous paid time off and holidays
Paid volunteer time
Leave of absence programs

Why Join Us?

Join us to lead a healthy balanced life with diverse and inclusive benefits. We believe in empowering our employees to achieve their best work performance.