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Assoc Premier Client Service

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Empower

10d ago

  • Job
    Full-time
    Junior Level
  • Customer Relations
    Banking & Finance
  • Manila
  • Quick Apply

AI generated summary

  • You need 1+ years in financial services customer support, call center experience, Series 6/7 & 63, strong communication skills, tech-savvy, and knowledge of trading and retirement rules.
  • You will engage with customers via calls, manage service requests, provide product guidance, ensure satisfaction, educate on financial solutions, and navigate multiple systems effectively.

Requirements

  • Minimum of 1+ years customer service experience in the financial services industry
  • Previous call center experience
  • Demonstrated enthusiasm for providing quality service in a professional environment
  • Strong active listening and verbal communication skills to support our diverse customer base
  • Ability to use, navigate, and troubleshoot technology and operate multiple technology platforms simultaneously
  • FINRA Series 6 or 7 and Series 63 required
  • FINRA fingerprinting upon hire
  • Ability to work in a fast paced, client-driven call center with a cheerful demeanor
  • Retail, IRA, and/or 401(k) customer service experience
  • Brokerage experience
  • Experience with trading in equities, fixed income, and option
  • Pershing/NetX360 experience
  • In-depth knowledge of Financial Industry including Brokerage, Trading, and Retirement Rules

Responsibilities

  • Engage with customers via inbound calls, responding to their inquiries and providing product and service level guidance on retail products
  • Deliver professional service with a pleasant demeanor and strong communication skills
  • Manage a wide array of service requests including account maintenance, asset movement, facilitating trades and withdrawal requests
  • Learn, maintain, and demonstrate detailed knowledge of Empower’s customer experience, product offerings and processes
  • Deliver a responsive client experience by taking ownership, delivering accurate information, and collaborating with internal business partners
  • Create a positive service experience by confidently navigating problems and finding solutions independently
  • Navigate between multiple systems, internal modes of communication and resources while simultaneously engaging in client phone calls
  • Achieve and maintain a high level of customer satisfaction and performance metrics
  • Educate customers on financial solutions and tools offered by Empower

FAQs

Do we support remote work?

Yes, we have a flexible work environment, which includes options for remote work in a hybrid format.

What qualifications are required for this position?

A minimum of 1+ years of customer service experience in the financial services industry, previous call center experience, and possession of FINRA Series 6 or 7 and Series 63 licenses are required.

What kind of customers will I be assisting in this role?

You will be assisting existing customers of Empower's Premier Retail products, addressing their inquiries and resolving issues related to their accounts.

What skills are necessary for success in the Assoc Premier Client Service position?

Strong active listening and verbal communication skills, the ability to navigate and troubleshoot technology, and a demonstrated enthusiasm for providing quality service in a professional environment are essential.

Is prior experience in a specific financial area preferred?

Yes, experience in retail, IRA, and/or 401(k) customer service, as well as brokerage experience and knowledge of trading in equities, fixed income, and options, is preferred.

What will my responsibilities include in this role?

Responsibilities include managing service requests, educating customers on financial solutions, delivering exceptional customer service, and collaborating with internal partners to ensure a positive client experience.

Will I need to perform any specific financial industry practices?

Yes, a solid understanding of financial markets, retirement account operations, and compliance with brokerage and trading rules will be necessary.

Is there an emphasis on internal mobility within the company?

Yes, we celebrate internal mobility and encourage associates to explore various career paths within the organization.

How do I handle multiple systems while assisting clients?

You will be trained to navigate between multiple systems and resources while managing client interactions effectively.

What is the company’s stance on diversity and inclusion?

We are an equal opportunity employer committed to diversity, encouraging individuals from all backgrounds to apply and ensuring a welcoming environment for all associates.

Finance
Industry
10,001+
Employees
1891
Founded Year

Mission & Purpose

Built on a foundation of trust, integrity and promise, we proudly serve over 71,000 outstanding organizations and more than 17 million individuals. ¹ We take great pride in helping people with saving, investing and advice, while providing them with the tools and resources they need to help reach their financial goals. We’re continuing to grow — and innovate — every day. Our mission is to empower financial freedom for all. That mission starts by delivering advice, personalized guidance and critical support. We strive to meet the unique needs of everyone we serve and embrace the opportunity to inspire them along their journey.