Premier Brokerage Associate
Core
Provide exceptional service and support to new and existing clients through inbound telephone interactions, assisting with retail investment products and brokerage accounts.
Role type
Premier Brokerage Associate (Inbound Call Center)
Builds
Retail brokerage accounts and investment services for Empower customers
Domain
Financial Services / Retail Brokerage
Deliverable
client delivery
Required skills
FINRA Series 7, FINRA Series 63, equities trading, fixed income, options, account management, regulatory compliance
Preferred skills
Retail/IRA/401K customer service, high-volume inbound call center experience, retirement account operations, financial markets knowledge
Technologies
Empower systems and platforms
Responsibilities
Assist clients with trading of Equity, ETF, Mutual Fund, Options and Fixed Income securities; manage service requests including account opening, asset movement, and trade facilitation; resolve account-related inquiries; uncover leads for the Retirement Advisor Team
Seniority
Mid-level, experienced associate
