Bilingual Premier Brokerage Associate - Remote

Overview

As a Bilingual Premier Brokerage Associate, you will provide exceptional service and support to Empower’s retail customers in both English and Spanish, helping clients achieve financial freedom.

In Short

• Take inbound calls from new and existing clients.
• Assist clients with trading Equity, ETF, Mutual Fund, Options, and Fixed Income securities.
• Manage service requests including account opening and asset movement.
• Demonstrate knowledge of brokerage transaction and regulatory requirements.
• Uncover leads to drive new business opportunities.
• Fluency in English and Spanish is required.
• Active FINRA Series 7 and Series 63 licenses are required.
• 2+ years of customer service experience in financial services preferred.
• Strong technological skills and ability to multi-task.
• Prior remote work experience preferred.

Requirements

• Ability to communicate fluently in English and Spanish.
• Active FINRA Series 7 and Series 63 required.
• 2+ years of customer service experience, preferably in financial services.
• Knowledge of equities trading, fixed income, and options.
• Strong customer service background in a high-volume inbound call center.
• Firm understanding of operational and investment needs.
• Strong written, verbal, and presentation skills.
• Strong technological skills.
• Prior remote work experience preferred.

Benefits

• Medical, dental, vision, and life insurance.
• 401(k) plan with generous company matching contributions.
• Tuition reimbursement up to $5,250/year.
• Business-casual environment with the option to wear jeans.
• Generous paid time off upon hire.
• 16 hours of paid volunteer time per year.
• Leave of absence programs including paid parental leave.
• Inclusive Business Resource Groups (BRGs).