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Registered Financial Customer Service Professional
Job Description:
- Answer incoming telephone inquiries regarding retirement plans from participants, employers, and third-party plan specialists
- Process financial transactions upon request of callers
- Explain past returns in comparison to economic environment
- Assist participants through the navigation of the automated voice response system as well as the Web Site when executing financial transactions
- Run disbursement quotes, respond to managerial feedback, and attend meetings and training sessions
- Overtime may be required based on business need.
Requirements:
- 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:
- 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.
