Premier Service Associate

Empower • Overland Park, KS

3d • $45,700 - $62,875 • Remote

About The Position

As a Premier Service Associate, you will support existing Empower clients with all aspects of their investment needs. You will 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. The role also involves supporting clients through inbound calls, engaging them in investment recommendation conversations, and helping identify opportunities for the Retirement Advisor Team.

The expected start date is January 18, 2027. The Monday–Friday schedule varies by time zone: Eastern Time, 11:30 a.m.–8:00 p.m.; Central Time, 10:30 a.m.–7:00 p.m.; or Mountain Time, 9:30 a.m.–6:00 p.m. This is a remote position. Remote employees must have reliable high-speed wired internet through fiber, cable, or DSL and a home workspace with limited disruption. Necessary computer equipment will be provided. Employees may be required to work in the office if their home work environment or internet connection is inadequate.

Empower describes its workplace as flexible and inclusive, with fluid career paths and opportunities for internal mobility. The company emphasizes purpose, well-being, work-life balance, and community volunteering.

Requirements

• Bachelor’s degree or equivalent work experience.
• At least 2 years of financial customer service experience.
• Strong customer service background and a firm understanding of customers’ diverse operational and investment needs.
• Knowledge of current financial markets and retirement account operations.
• FINRA Series 6 and Series 63 licenses.
• FINRA fingerprinting.
• Availability to work the Monday–Friday schedule specified for the applicable time zone.
• Authorization to work for any employer in the United States; employer visa sponsorship or sponsorship takeover is not available.

Nice To Haves

• Strong written, verbal, and presentation skills.
• Strong technological skills and ability to multitask across systems.
• Past brokerage and mutual fund trading experience.
• Retail, IRA, and/or 401(k) customer service experience.

Responsibilities

• Service new and existing client needs through 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.
• 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.

Benefits

• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions up to 6%, financial advisory services, potential company discretionary contributions, and a broad investment lineup.
• Tuition reimbursement up to $5,250 per year.
• Business-casual environment with the option to wear jeans.
• Paid time off upon hire, including a paid time off program, ten paid company holidays, and three floating holidays each calendar year.
• 16 hours of paid volunteer time per calendar year.
• Leave programs, including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).
• Business Resource Groups open to all.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level