Registered Financial Customer Service Professional
$43.6k - $60.03kEmpower Retirement, LLC
Join our call center team as a customer service associate, supporting our clients’ retirement savings accounts. This remote role requires in‑office presence 4‑6 times per year in Greenwood Village, CO. Responsibilities Provide excellent service for customers’ retirement savings accounts. Educate and empower customers without making 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 Associates degree or higher. At least one year of customer service experience (including, but not limited to, food service, retail, hospitality, teaching, military, or banking) OR two or more years of customer service experience. FINRA Series6 and 63 or higher equivalent licensure. Availability to work a 40‑hour work week, outside of traditional business hours, Monday through Friday with occasional Saturday. Capability to work overtime as required based on business need. Minimum Technical Requirements Reliable high‑speed internet: minimum 50Mbps download and 10Mbps upload. Connection via wired Ethernet cable. Computer, headset, and training materials will be provided by the company. Applicants must be authorized to work in the U.S.; no visa sponsorship at this time. Benefits Medical, dental, vision, and life insurance. 401(k) plan with up to 6% company match. Financial advisory services and potential discretionary contributions. Tuition reimbursement up to $5,250 per year. Generous paid time off upon hire, plus 10 company holidays and 3 floating holidays per year. Paid volunteer time – 16 hours per year. Paid parental leave, short‑ and long‑term disability, and FMLA. Business‑casual dress code. Base Salary Range $43,600.00 – $60,025.00 EEO Statement We are an equal opportunity employer with a commitment to diversity. 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. #J-18808-Ljbffr Empower Retirement, LLC
$43.6k - $60.03k
...is based on the idea that transforming financial lives starts by giving our people the freedom... ...and grow your career while helping more customers achieve financial freedom. Empower... ...of associates and launch your financial services career in our call center! New to the industry...Suggested16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaImmediate startRemote workWork from homeWork visaMonday to FridayFlexible hours$43.6k - $60.03k
...is based on the idea that transforming financial lives starts by giving our people the freedom... ...and grow your career while helping more customers achieve financial freedom. Empower... ...of associates and launch your financial services career in our call center! New to the industry...Suggested16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaMonday to FridayFlexible hours$43.6k - $60.03k
...is based on the idea that transforming financial lives starts by giving our people the freedom... ...and grow your career while helping more customers achieve financial freedom. Empower... ...of associates and launch your financial services career in our call center! New to the industry...Suggested16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaMonday to FridayFlexible hours- ...a passion for helping customers, building relationships... ...customer service. You’re energetic and... ...our branches using your financial knowledge to offer thoughtful... ...or military equivalent Professional, thorough, and organized... ...be required to either register on NMLS, or to update...SuggestedImmediate startAfternoon shift
- ...largest corporations on their most important financial and accounting projects of critical... ...in hiring accounting and finance professionals Certified Public Accountants, Accounting... ...immediate impact, and provide value-added service to our clients. Strong communication...SuggestedWork at officeLocal areaImmediate start
$58k - $80k
A prominent financial services firm in Denver is seeking a Client Associate to support clients and provide operational assistance to Financial... ...either a Series 66 or Series 65/63 license to be considered registered. Responsibilities include administrative support and...Full time- ...Registered Funds Associate Project Manager - Operations... ...well as product and service implementations.... ...expertise to support complex financial and health care... ...written skills Strong customer service skills... ...parental leave; and professional development reimbursement...Work experience placement
$20 per hour
...that help our clients achieve financial freedom and peace of mind.... ...achieve this vision by building professional relationships with existing... ...valuable products and services to meet those needs and to complete... ...to be NMLS licensed and registered. Education & Experience...Hourly payFull timeTemporary workWork at office$70k - $95k
...Senior Investor Services Analyst Job Category: Investor Services... ...your physical, mental and financial well-being. What's the role... ...plus ~ Demonstrate strong customer service/client relationship... ...for personal and professional career development Great...Full timeWork at officeRemote work3 days per week$26 - $32 per hour
...Providing lending services to help our customers achieve their dream of homeownership. At Pulte Mortgage... ...special functions with diplomacy, professionalism, and minimal supervision, including... ...in their efforts to provide financial services to Pulte customers and to...Hourly payInterim roleWork at office$65k - $75k
MONETA is an independent Registered Investment Advisor (RIA) wholly focused on going... ...and we provide a full spectrum of financial advisory services, but our true purpose is centered on... ...opportunity for long-term career growth and professional development as you learn the...Full timeTemporary workWork experience placement$60.3k - $143.89k
...Description ANB Bank has financial strength embodied in $3 billion in assets and... ...hires individuals who provide excellent customer service and build meaningful relationships... ...credit needs of businesses, consumers, and professionals within the marketplace and maintain...Temporary workLocal areaMonday to FridayFlexible hours$166.35k - $195.7k
...platform — and with it, the future global financial system. To achieve our mission, we’... ...for a highly motivated accounting professional to join our Accounting team and play a... ...industry experience in the fintech/financial services industries ~ Minimum 2 years of...Local area$120k - $200k
...Sales Professional Banking and Lending RBC is seeking an experienced sales professional to drive our... ...to driving the adoption and expansion of our financial products and services amongst Broker-Dealers (BDs) and Registered Investment Advisors (RIAs), helping them better...Flexible hours- ...Front Office Associate plays a critical customer service role by providing customers with fast,... ...and service transactions at the cash registers, as well as handling customer issues... ...policies and identify and prevent fraud. Professional Appearance. Knowledge of our...Weekly pay
$60k - $85k
...dreams. We are located in Northglenn, CO and help customers with their insurance and financial services needs, including: Auto insurance Home insurance... .... As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES...For contractorsWork at officeFlexible hours- Moneta is an independent Registered Investment Advisor (RIA)... ...provide a full spectrum of financial advisory services, but our true purpose is... ...heirs or potential buyers. Customized Financial Reports and... ...Collaboration with Legal and Tax Professionals: Work closely with...Temporary work
$166.35k - $195.7k
...platform — and with it, the future global financial system. To achieve our mission, we'... ...for a highly motivated accounting professional to play a key role in our continued growth... ...industry experience in the fintech/financial services industries ~ Experience working at a...Local area- ...Accountant is a responsible, professional position in the City's... ...addition to general accounting and financial reporting, incumbent may be... ...provides high-quality core services and fosters resilience in order... ...Demonstrate a high level of customer service; encourage others to...Work at officeLocal areaMonday to Friday
$31.85 - $39.82 per hour
...needs? We’d like to welcome an Account Services Supervisor responsible to lead and... ...telephone calls in a timely manner. Maintain a professional, helpful decorum at all times. Must... ...standards, as well as other critical financial services standards. Must be...Full timeWork experience placementWork at officeMonday to Friday$70k - $90k
...Ambitious? This busy insurance and financial services office has a passion to make a difference... ...to our daily business operations and customers' success. You grow our agency through... ...attentive, sociable, and sales-minded professional, we are eager to have you on our team....Work at office- ...solutions platform that integrates and streamlines medical, financial, and professional services for personal injury cases. MoveDocs is looking for a... ...bring energy, expertise, and drive to impact financial and customer experience results within our Negotiations and...Work experience placementWork at officeFlexible hours
$55.5k
...industry together. Schwab’s service team is at the heart of our... ...to helping clients own their financial futures. In this role, you’... ...also take charge of your own professional journey by attending the... ...Preferred qualifications Previous customer service experience Previous...Full timeShift workNight shift$45k - $100k
...Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change... ...: Paid training - Get registered and licensed and learn how to be... ...Join a financial services firm where your contributions are...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$62.8k - $71.3k
...industry together. Schwab’s service team is at the heart of our... ...to helping clients own their financial futures. In this exciting... ...to take charge of your own professional journey with our supportive,... ...Qualifications 1+ years of customer service experience 1+ years...Day shift$90k - $100k
...built its reputation on shaking up the financial services technology world by redefining how... ...of contact with the borrower, lenders, professionals, and other internal and external service... ...internal controls. Provide excellent customer service to all clients and parties,...Work at officeRemote workFlexible hoursNight shift- ...relationships, and delivering extraordinary customer service while maintaining a strong commitment... ...investment solutions to meet their financial needs. As a Private Client Advisor in... ...J.P. Morgan Securities LLC (JPMS), a registered broker‑dealer and investment advisor,...
- ...quality, and client service. In return, we offer... ...operational support to registered investment advisors,... ...software development Professional Presence & Mindset -... ...years of experience in customer service or an... ...oriented Knowledge of financial service technology (e...Work at officeRemote workFlexible hours
- ...Training & development ~ Vision insurance Position Overview: Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is...Flexible hours
- ...Brown Agency is a nationally recognized financial services firm featured in Forbes and... ...ranked on the Inc. 5000 list. We empower professionals to build rewarding careers while helping... ...entrepreneurial mindset Experience in sales, customer service, or financial services...Remote jobFor contractorsFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Registered Financial Customer Service Professional. Be the first to apply!
- financial services professional Denver, CO
- fee only financial planning professional Denver, CO
- financial banking Denver, CO
- financial actuary Denver, CO
- ally financial Denver, CO
- financial coach Denver, CO
- workday financials Denver, CO
- financial technician Denver, CO
- financial recruiter Denver, CO
- financial software developer Denver, CO


