Financial Customer Service Professional

Empower

Financial Customer Service Professional assisting customers with retirement savings accounts via phone communication. Collaborate with a team and provide excellent customer service in our call center environment.

Posted 5/6/2026full-timeSalt Lake City • Utah • 🇺🇸 United StatesJunior💰 $37,800 - $51,975 per yearWebsite

About the role

Key responsibilities & impact

Answer incoming telephone inquiries regarding retirement plans from participants, employers, and third-party plan specialists
Work in collaboration with a team of associates and launch your financial services career in our call center
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

Requirements

What you’ll need

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
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

Comp & perks

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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

customer servicefinancial servicesaccount managementretirement planscontribution processingloan processingwithdrawal processingaccount changesfinancial industry policiesprocedures

Soft Skills

communicationattention to detailadaptabilityteam collaborationcustomer engagementproblem-solvingservice orientationempathyactive listeningpassion for service

Certifications

Associate degreecustomer service certificationfinancial services certification