Premier Service Associate
Company: Empower
Location: Lubbock
Posted on: October 23, 2024
Job Description:
Grow your career with a growing organizationWhether 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.As a Premier Service Associate,
you will support existing Empower clients with all aspects of their
Empower Premier IRA investment needs. You'll respond to operational
inquiries regarding trading, asset movement, account opening and
asset consolidation, and handle client trading of Equity, ETF,
Mutual Fund, Options and Fixed Income securities.What you will
do
- Service new and existing client needs via inbound calls
- Engage customers in an Investment Recommendation
Conversation
- Deliver an efficient and responsive client experience by taking
ownership, delivering accurate information and initiate proactive
follow up -
- Demonstrate knowledge of Brokerage transaction and regulatory
requirements including Corporate Actions, Exchange Rules,
Suitability, and Tax Implications - -
- Uncover leads and opportunities to hand off to the Retirement
Advisor Team and drive new business opportunitiesWhat you will
bring
- Bachelor's Degree required
- 2+ years of financial customer service experience
- Strong customer service background with a firm understanding of
the diverse operational and investment needs of our customers
- Knowledge of current financial markets and retirement account
operations is necessary
- FINRA Series 6 and Series 63 required, as well as FINRA
fingerprinting. Insurance license may be required within 90 days of
hireWhat will set you apart
- Strong written, verbal and presentation skills
- Strong -technological -skills and an ability to multi-task
across systems
- Past brokerage and mutual fund trading experience
- Retail, IRA and/or 401K customer service
experience#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 youWe 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$43,900.00 -
$60,400.00The 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 workplaceWe 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:11-01-2024Want the latest money news and views shaping how we
live, work and play? Sign up for Empower's and check out .Workplace
Flexibility: Remote - Nationwide
Keywords: Empower, Lubbock , Premier Service Associate, Other , Lubbock, Texas
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