Premier Service Associate

Empower

. Support existing Empower clients with all aspects of their investment needs .

Posted 10/9/2026full-timeRemote • United StatesJuniorMid-Level💰 $45,700 - $62,875 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial customer service, with a strong understanding of investment needs and regulatory requirements. Proficient in managing client interactions and delivering exceptional service in trading and account operations.

Highest-signal resume keywords

FINRA Series 6FINRA Series 63Financial Customer Service ExperienceKnowledge of Financial MarketsClient Trading of Securities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Equity TradingETF TradingMutual Fund TradingOptions TradingFixed Income TradingBrokerage Transaction KnowledgeRegulatory Requirements KnowledgeInvestment RecommendationOperational Inquiry ResponseAccount Opening

Soft Skills

Strong Customer ServiceWritten CommunicationVerbal CommunicationPresentation SkillsMulti-tasking Ability

Certifications & Qualifications

FINRA FingerprintingBachelor's Degree

Industry Keywords

Corporate ActionsExchange RulesSuitabilityTax ImplicationsRetirement Account Operations

About the role

Key responsibilities & impact

Support existing Empower clients with all aspects of their investment needs
Respond to operational inquiries regarding trading, asset movement, account opening and asset consolidation
Handle client trading of Equity, ETF, Mutual Fund, Options and Fixed Income securities
Service new and existing client needs via inbound calls
Engage customers in an Investment Recommendation Conversation
Deliver an efficient and responsive client experience by taking ownership, providing accurate information and initiating 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

Requirements

What you’ll need

Bachelor’s Degree required
2+ years of financial customer service experience
Strong customer service background with a firm understanding of the diverse operational and investment needs of customers
Knowledge of current financial markets and retirement account operations
FINRA Series 6 and Series 63 required
FINRA fingerprinting
Strong written, verbal and presentation skills
Strong technological skills and ability to multi-task across systems
Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship, including CPT/OPT, is unavailable
Must be available to work the Monday–Friday schedule corresponding to the applicable time zone
Reliable high-speed internet with a wired connection and a suitable home workspace; required connectivity must be fiber, cable or DSL

Benefits

Comp & perks

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.
Flexible work environment
Other necessary computer equipment provided
Non-sales positions have the opportunity to participate in a bonus program