Registered Financial Customer Service Professional

Empower

Registered Retirement Representative managing incoming inquiries about retirement plans and financial transactions. Delivering customer service while ensuring compliance with industry regulations and guidelines.

Posted 5/6/2026full-timeSalt Lake City • Utah • 🇺🇸 United StatesJunior💰 $41,600 - $57,125 per yearWebsite

About the role

Key responsibilities & impact

Answer incoming telephone inquiries including, but not limited to, requests for general account information, concerns related to contributions and withdrawals, how to make changes to an account, product information and tax questions
Process financial transactions upon request of callers
Explain past returns in comparison to economic environment; convey information in accordance with FINRA / SEC guidelines
Assist participants through the navigation of the automated voice response system as well as the Web Site when executing financial transactions and/or initiating loans
Run disbursement quotes, respond to managerial feedback, and attend meetings and training sessions
Overtime may be required based on business need.

Requirements

What you’ll need

Associate degree in business or related field preferred
With no degree, an additional one to two years directly related experience is required
1 year of customer service experience, preferably in a financial service-related field
FINRA Series 6 and Series 63 required
FINRA fingerprinting required
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.

Benefits

Comp & perks

Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial transactionsaccount managementdisbursement quotesautomated voice response system navigationWeb Site navigation

Soft Skills

customer servicecommunicationproblem-solvingattention to detail

Certifications

FINRA Series 6FINRA Series 63FINRA fingerprinting