Premier Service Associate - Spanish Bilingual

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

As a Premier Service Associate, you will support existing Empower clients with all aspects of their investment needs. You’ll respond to operational inquiries regarding trading, asset movement, account opening and asset consolidation, and handle client trading of Equity, ETF, Mutual Fund, Options and Fixed Income securities. Additionally, you will also deliver an excellent experience to our Spanish speaking participants.

The core business hours for this position are 9:30am-6pm Mountain time.

What you will do

• 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, delivering accurate information and initiate 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

What you will bring

• 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 our customers

• Knowledge of current financial markets and retirement account operations is necessary

• FINRA Series 6 and Series 63 required, as well as FINRA fingerprinting. Insurance license may be required within 90 days of hire

• Proficiency in English and Spanish

What will set you apart

• Strong written, verbal and presentation skills

• Strong technological skills and an ability to multi-task across systems

• Past brokerage and mutual fund trading experience

• Retail, IRA and/or 401K customer service experience

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• 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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

$43,900.00 - $60,400.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer •  Drug-free workplace

We are an equal opportunity employ