Bilingual Premier Service Associate

Empower

Bilingual Premier Service Associate supporting English and Spanish speaking Empower clients with investment needs, operational inquiries, and trading. Engaging customers in investment recommendations and demonstrating thorough market knowledge.

Posted 5/8/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $45,700 - $62,875 per yearWebsite

About the role

Key responsibilities & impact

Service new and existing client needs via inbound calls
Engage customers in an Investment Recommendation Conversation
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

Requirements

What you’ll need

Bachelor’s Degree required
2+ years of financial customer service experience
Fluency in both English and Spanish
FINRA Series 6 and Series 63 required within corporate established timelines
FINRA fingerprinting
Strong customer service background with a firm understanding of the diverse operational and investment needs of our customers
Knowledge of current financial markets and retirement account operations is necessary

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

Brokerage transaction knowledgeRegulatory requirementsCorporate ActionsExchange RulesSuitabilityTax ImplicationsFinancial markets knowledgeRetirement account operations

Soft Skills

Customer serviceClient experienceProactive follow upOwnershipEngagement

Certifications

Bachelor’s DegreeFINRA Series 6FINRA Series 63FINRA fingerprinting