Premier Brokerage Associate

We are seeking a Premier Brokerage Associate to provide exceptional support to our retail clients, handling inbound calls and managing a wide array of service requests. What you will do Provide exceptional service and support to Empower’s retail customers while effectively explaining concepts in an easy-to-understand manner. Assist clients with trading of Equity, ETF, Mutual Fund, Options and Fixed Income securities in an inbound call center setting. Manage a wide array of service requests including account opening, asset movement, facilitating trades, and maintenance needs on Empower’s retail products. Deliver an efficient and responsive client experience by taking ownership, delivering accurate information and initiating 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 opportunities. What you will bring Active FINRA Series 7 and Series 63 required, fully licensed candidates preferred. FINRA fingerprinting required. 2+ years of customer service experience, preferably in financial services or a high-volume inbound call center environment. Knowledge of equities trading, fixed income, and options. 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 will set you apart Retail, IRA and/or 401K customer service, and past brokerage and mutual fund trading experience preferred. Strong customer service background, preferably in a high-volume inbound call center environment. Firm understanding of the diverse operational and investment needs of our customers. Knowledge of current financial markets and retirement account operations. Strong written, verbal and presentation skills. Strong technological skills and an ability to multi-task across systems. Prior remote work experience preferred. What we offer you 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; tuition reimbursement up to $5,250/year; business-casual environment; generous paid time off upon hire; paid volunteer time — 16 hours per calendar year; leave of absence programs including paid parental leave, paid short- and long-term disability, and FMLA; business resource groups (BRGs) to facilitate inclusion. Base Salary Range $50,300.00 – $69,125.00. Non‑sales positions may earn a bonus; sales positions eligible for incentives. Remote and Hybrid: Remote and hybrid positions require reliable high-speed internet with a wired connection and a suitable work space. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Equipment will be provided. Equal Opportunity Employer 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, 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 under applicable law. Drug‑free workplace. #J-18808-Ljbffr