Bilingual Premier Brokerage Associate
3 Days Old
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
As a Bilingual Premier Brokerage Associate, you will take inbound calls, from new and existing Empower clients, on all retail products and account types. You will have the expertise to provide exceptional service and support to clients in both English and Spanish, and be a subject matter expert with Empower’s systems and platforms.
Schedule will vary by time zone. Candidates must be available to work the following Monday - Friday schedule for their location:
Eastern Time (ET): 11:30 a.m. - 8:00 p.m.
Central Time (CT): 10:30 a.m. - 7:00 p.m.
Mountain Time (MT): 9:30 a.m. - 6:00 p.m.
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 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 opportunities
What you will bring:
Ability to communicate fluently in English and Spanish and provide exceptional service to customers in both languages
Active FINRA Series 7 and Series 63 required
FINRA fingerprinting required
2+ years of customer service experience, preferably in financial services
Knowledge of equities trading, fixed income, and options
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
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, 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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range: $49,300.00 - $67,825.00
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.
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- Location:
- San Francisco, CA, United States
- Salary:
- $200,000 - $250,000
- Job Type:
- FullTime
- Category:
- Finance