Registered Financial Customer Service Professional - Phoenix

Empower

Phoenix, Arizona, United States
Base: $41,600.00 - $57,125.00; bonus/equity: non-s...
Hybrid
Answer incoming telephone inquiries
Process financial transactions
Explain past returns to callers
The role involves answering incoming telephone inquiries regarding retirement plans from participants, employers, and third-party specialists

Job Summary

  • The role involves answering incoming telephone inquiries regarding retirement plans from participants, employers, and third-party specialists.
  • Employees are responsible for explaining past returns in comparison to the economic environment while adhering to FINRA/SEC guidelines.
  • The company offers a comprehensive benefits package including medical, dental, vision, life insurance, and up to $5,250/year in tuition reimbursement.

Matching Summary

The role involves answering incoming telephone inquiries regarding retirement plans from participants, employers, and third-party specialists.

Salary

Base: $41,600.00 - $57,125.00; Bonus/Equity: Non-sales positions eligible for bonus program; Benefits: Medical, dental, vision, life, 401(k) match up to 6%, tuition reimbursement

Skills & Requirements

Must-have

  • Answer incoming telephone inquiries
  • Process financial transactions
  • Explain past returns to callers

Nice-to-have

  • Flexible work environment
  • Internal mobility opportunities
  • Inclusive and welcoming culture

Key Requirements

  • FINRA Series 6 license required
  • FINRA Series 63 license required
  • 1 year customer service experience preferred
  • Associate degree or 1-2 years related experience
  • FINRA fingerprinting required
  • Authorized to work in the U.S. without sponsorship

Work Rights

Must be authorized to work for any employer in the U.S.

Tailored Resume

Cover Letter