[Remote] Registered Financial Customer Service Professional - April 2026 at Empower

Las Vegas, Nevada, United States

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Associate degree in business or related field preferred (with no degree, an additional 1-2 years directly related experience required)
1 year of customer service experience, preferably in a financial service-related field
FINRA Series 6 and Series 63 required
FINRA fingerprinting required
Authorized to work for any employer in the U.S. (no sponsorship or visa takeover)
Must live within a commutable distance to the Phoenix area and be willing to meet in person up to 4-6 times per year

Responsibilities

Answer incoming telephone inquiries regarding retirement plans from participants, employers, and third-party plan specialists (e.g., general account information, contributions/withdrawals, account changes, product information, tax questions)
Process financial transactions upon request of callers
Explain past returns in comparison to economic environment in accordance with FINRA/SEC guidelines (complexity based on level)
Assist participants through navigation of automated voice response system and website for financial transactions and/or loans (complexity based on level)
Run disbursement quotes
Respond to managerial feedback
Attend meetings and training sessions
Work overtime as required based on business need

Skills

Customer Service

Telephone Inquiries

Retirement Plans

Financial Transactions

FINRA Compliance

SEC Guidelines

Account Management

Tax Knowledge

Empower

Personal finance management and credit building

About Empower

Empower.me provides personal finance management and credit building services through a subscription model. Users can sign up for a 14-day free trial, after which they pay $8 per month for access to various financial tools. These tools include customizable payment plans, budgeting features, and credit score monitoring. A key aspect of Empower.me is its focus on helping users build credit by reporting their payments to credit bureaus, which can enhance their credit history if payments are made on time. Additionally, Empower.me offers a Thrive line of credit, which involves a soft inquiry on the user's credit report, ensuring that their credit score remains unaffected during the application process. Unlike many competitors, Empower.me specifically targets individuals with no minimum credit score, aiming to improve their financial health and savings.

San Francisco, CaliforniaHeadquarters

2016Year Founded

$96.8MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Benefits

Generous equity package

Full healthcare benefits

Unlimited PTO

Technology expense reimbursement

Work from anywhere

Risks

Increased competition from fintech companies like Chime and Varo could impact market share.

Integration challenges from acquisitions may disrupt operations and delay strategic goals.

Regulatory scrutiny on credit services could increase compliance requirements and costs.

Differentiation

Empower offers a unique subscription-based model for financial management tools.

The company focuses on credit building by reporting payments to credit bureaus.

Empower's Thrive line of credit involves a soft inquiry, not affecting credit scores.

Upsides

Acquisition of Petal and Cashalo expands Empower's product offerings and customer base.

Increased demand for financial literacy tools among millennials and Gen Z benefits Empower.

Growing interest in alternative credit scoring aligns with Empower's mission for underserved consumers.

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