Empower→
Financial Customer Service Professional
Entry LevelHybrid
Location
Greenwood Village, CO
Salary
$40k–$55k/yr
Experience
Not specified
Posted
6 days ago
Skills
customer servicefinancial servicescall center operationsfinancial industry policiesprocedures
Job Description
Summary: Empower is committed to transforming financial lives and creating a welcoming environment for its employees. The Financial Customer Service Professional will provide excellent service to customers regarding their retirement savings accounts and assist in processing various account changes while developing a solid foundation in financial services through training.
Responsibilities:
- Provide excellent service within our call center for our customers’ retirement savings accounts
- Educate and empower our customers without having to make cold calls or sales
- Communicate critical plan updates and changes
- Process contribution changes, loans, and withdrawals
- Process general account changes upon direction from the customer
Required Qualifications:
- Availability to work a 40-hour work week, outside of traditional business hours, Monday through Friday with an occasional Saturday
- Associates degree or higher AND at least one year of customer service experience (including but not limited to food service, retail, hospitality, teaching, military, or banking) OR two or more years of customer service experience
- Capability to work overtime as required based on business need
- Minimum service level of 50Mbps download and 10Mbps upload to ensure the best voice quality
- Associates are required to connect their computers directly to a modem or router using an Ethernet cable to ensure consistent voice quality
Preferred Qualifications:
- Financial Services or call center experience
- A passion for providing quality customer service
- Desire to engage with customers over the phone
- Capability to adapt communication style while servicing our diverse customer base
- Attention to detail and ability to learn and apply financial industry policies, processes, and procedures
Required Skills: Customer service, Financial services, Call center operations, Financial industry policies, procedures
Benefits: 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.
Benefits
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.