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
Job Summary
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.
The Assoc Brokerage Service handles inbound calls from new and existing Empower customers on all retail products and account types, providing exceptional customer service and support.
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.
Matching Summary
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.
Skills & Requirements
Must-have
Inbound call center customer service
Brokerage account trading support
Strong communication skills
Multi-system navigation and troubleshooting
Client-driven fast paced environment
Nice-to-have
Experience with Pershing/NetX360
Knowledge of retirement account operations
Enthusiasm for quality service
Fluent English communication
Work-life balance and inclusive culture
Key Requirements
FINRA Series 7 and Series 63 required
FINRA fingerprinting required upon hire
2+ years customer service experience in financial industry