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Empower · 3 hours ago

Bilingual Premier Brokerage Associate

United States

Full-time

Remote

Entry, Mid Level

$50K/yr - $69K/yr

2+ years exp

Empower is dedicated to transforming financial lives by providing a flexible and inclusive work environment. As a Bilingual Premier Brokerage Associate, you will support clients in both English and Spanish, assisting them with trading and account management while delivering exceptional customer service.

Employee BenefitsNon ProfitSocial

No H1B

Responsibilities

Provide exceptional service and support to Empower’s retail customers while effectively explaining concepts in an easy-to-understand manner

Assist clients with trading of Equity, ETF, Mutual Fund, Options and Fixed Income securities in an inbound call center setting

Manage a wide array of service requests including account opening, asset movement, facilitating trades, and maintenance needs on Empower’s retail products

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

Qualification

FINRA Series 7FINRA Series 63Bilingual EnglishBilingual SpanishCustomer service experienceEquities tradingFixed incomeOptionsCustomer service skillsVerbal skillsTechnological skillsWritten skillsPresentation skills

Required

Ability to communicate fluently in English and Spanish and provide exceptional service to customers in both languages

Active FINRA Series 7 and Series 63 required

FINRA fingerprinting required

2+ years of customer service experience, preferably in financial services

Knowledge of equities trading, fixed income, and options

Preferred

Retail, IRA and/or 401K customer service, and past brokerage and mutual fund trading experience

Strong customer service background, preferably in a high-volume inbound call center environment

Firm understanding of the diverse operational and investment needs of our customers

Knowledge of current financial markets and retirement account operations

Strong written, verbal and presentation skills

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

Prior remote work experience

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.