Premier Service Associate

Empower Geographics Inc

Base: $45,700.00 - $62,875.00; bonus/equity: non-s...
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Inbound customer service for investment accounts
Knowledge of equity etf mutual fund options trading
Understanding of brokerage transaction regulatory requirements
** Empower Geographics Inc is seeking a Premier Service Associate to support clients with their investment needs in a hybrid work environment. The role requires a bachelor's degree, over two years of relevant financial customer service experience, and strong knowledge of financial markets and retirement operations. **

Job Summary

  • The role involves supporting existing clients with all aspects of their investment needs including trading and account operations.
  • Candidates must demonstrate knowledge of Brokerage transactions and regulatory requirements such as Corporate Actions and Suitability.
  • The company offers a comprehensive benefits package including medical insurance, 401(k) matching up to 6%, and tuition reimbursement.

Matching Summary

Match Score: 75

** Empower Geographics Inc is seeking a Premier Service Associate to support clients with their investment needs in a hybrid work environment. The role requires a bachelor's degree, over two years of relevant financial customer service experience, and strong knowledge of financial markets and retirement operations. **

Salary

Base: $45,700.00 - $62,875.00; Bonus/Equity: Non-sales positions eligible for bonus program; Benefits: Medical dental vision life insurance 401(k) matching up to 6% tuition reimbursement

Skills & Requirements

Must-have

  • Inbound customer service for investment accounts
  • Knowledge of equity ETF mutual fund options trading
  • Understanding of brokerage transaction regulatory requirements

Nice-to-have

  • Strong written verbal and presentation skills
  • Ability to multi-task across multiple systems
  • Experience with retail IRA and 401K customer service

Key Requirements

  • Bachelor's Degree required
  • 2+ years of financial customer service experience
  • FINRA Series 6 and Series 63 licenses 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