Financial Customer Service Professional - April 2026 jobs in United States
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Empower · 14 hours ago

Financial Customer Service Professional - April 2026

Empower is committed to transforming financial lives and creating a flexible work environment. They are seeking a Financial Customer Service Professional to provide excellent service for retirement savings accounts, educate customers, and process account changes in a call center setting.

Employee BenefitsNon ProfitSocial
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Responsibilities

Responsible for answering incoming telephone inquiries regarding retirement plans from participants, employers, and third-party plan specialists
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

Qualification

Customer service experienceFinancial services experienceFluency in SpanishAttention to detailCommunication skillsAdaptabilityTeam collaboration

Required

Availability to work a 40-hour work week, outside of traditional business hours, Monday through Friday with an occasional Saturday
Associate 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
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
For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet

Preferred

Fluency in both English and Spanish
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

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.

Company

EMPower is a non-governmental agency for social well being.

Funding

Current Stage
Late Stage

Leadership Team

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KC Waldron
Chief Compliance Officer
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Roger Hobby
EVP, Personal Wealth
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