Customer Experience Licensed Specialist 1
About The Position
We’re looking for a Customer Experience Licensed Specialist 1 to join our Mutual Funds team! In this role, you’ll serve as our primary customer service contact, providing a high level of value and service while developing effective working relationships across our organization. Educate clients by answering inbound phone inquiries about general product knowledge and maintenance of accounts Respond and anticipate the customer's needs on multiple products or processes while using and navigating several systems and web applications Build customer relationships by handling/resolving requests real-time, providing accurate information, anticipating future concerns and communicating next steps Identify innovative solutions to improve the customer experience and identify voice of the customer opportunities for the enterprise This role will offer you the opportunity to work closely with Principal’s customers, solving problems, resolving issues, and helping to build their financial confidence. Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!
Requirements
- 3+ years of customer service experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
- FINRA licensing required – licensed required within 6 months to handle all requirements as a registered representative. Study time will be provided by the company for exam preparation.
- Demonstrates excellent verbal and written communication skills.
- Proficient with desktop applications such as MS Office and Internet browsers along with excellent typing skills.
- Ability to effectively navigate within numerous software and web applications.
- Ability to quickly learn how to use new computer applications and call center systems.
- A resourceful contributor with a growth mindset to understand a broad range of products and apply that knowledge by referencing appropriate tools and resources.
- Maintain confidentiality with all levels of information.
- Ability to adapt to frequent change, make independent decisions and take ownership to resolve issues.
- Ability to handle multiple tasks in a fast-paced environment with attention to detail.
Nice To Haves
- Ability to adapt to frequent change, make independent decisions and take ownership to resolve issues.
- Strong proficiency with business unit products, processes and systems.
- Active FINRA license - SIE and Series 6.
- Strong proficiency with retirement products, processes and systems.
Responsibilities
- Educate clients by answering inbound phone inquiries about general product knowledge and maintenance of accounts
- Respond and anticipate the customer's needs on multiple products or processes while using and navigating several systems and web applications
- Build customer relationships by handling/resolving requests real-time, providing accurate information, anticipating future concerns and communicating next steps
- Identify innovative solutions to improve the customer experience and identify voice of the customer opportunities for the enterprise
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
