Business Transitions Case Manager
FINRA
Registered Financial Customer Service Professional
Empower
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $42,800 - $58,850 per year
Job Level
Junior
About the role
- Work in collaboration with a team of associates and launch your financial services career in our call center
- Participate in paid associate training program and receive continuous coaching
- Provide excellent service within our call center for customers’ retirement savings accounts
- Educate and empower customers without cold calls or sales
- Communicate critical plan updates and changes
- Process contribution changes, loans, withdrawals, and general account changes upon customer direction
Requirements
- 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 OR two or more years of customer service experience
- FINRA series 6 and 63 or higher equivalent licensure
- Capability to work overtime as required based on business need
- Required Minimum Internet Specifications: Provide reliable high-speed internet with a wired connection; minimum service level of 50Mbps download and 10Mbps upload; connect computers directly to modem/router using an Ethernet cable
- Applicants must be authorized to work for any employer in the U.S.; employer is unable to sponsor employment visas
