Registered Financial Customer Service Professional
About The Position
This role provides customer service for retirement savings accounts in a contact center. Associates receive paid training and ongoing coaching, and work with customers and clients to explain account information, communicate plan updates, and process account transactions. The role does not involve cold calling or sales. The contact center is open until 10:00 p.m. Eastern. Shifts are assigned based on business need, with closing shifts generally having the greatest need; earlier shifts are not guaranteed. The position requires a 40-hour work week Monday through Friday outside traditional business hours, occasional Saturdays, and overtime when required. For remote or hybrid work, a reliable wired high-speed internet connection and an uninterrupted home workspace are required.
Requirements
- Be available to work 40 hours per week outside traditional business hours, Monday through Friday, with occasional Saturdays.
- Have an associate degree or higher and at least one year of customer service experience, or have two or more years of customer service experience.
- Hold current FINRA Series 6 and 63 licenses, or higher equivalent licensure.
- Be capable of working overtime as required by business need.
- Be authorized to work for any employer in the United States; the employer is unable to sponsor or take over sponsorship of an employment visa, including CPT/OPT.
- For remote or hybrid work, provide reliable high-speed internet with a wired connection, at least 50 Mbps download and 10 Mbps upload, and connect the computer directly to a modem or router using an Ethernet cable.
Nice To Haves
- Financial services or call-center experience.
- A passion for providing quality customer service.
- A desire to engage with customers over the phone.
- Ability to adapt communication style when serving a diverse customer base.
- Attention to detail and ability to learn and apply financial industry policies, processes, and procedures.
Responsibilities
- Provide excellent call-center service for customers’ retirement savings accounts.
- Educate and empower customers without making cold calls or sales.
- Communicate critical plan updates and changes.
- Process contribution changes, loans, and withdrawals.
- Process general account changes at the customer’s direction.
Benefits
- Medical, dental, vision, and life insurance.
- 401(k) plan with company matching contributions up to 6%, financial advisory services, potential company discretionary contribution, and a broad investment lineup.
- Tuition reimbursement up to $5,250 per year.
- Generous paid time off upon hire, including a paid time off program, ten paid company holidays, and three floating holidays each calendar year.
- Paid volunteer time of 16 hours per calendar year.
- Leave programs including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).
- Opportunity to participate in a bonus program for non-sales positions.
- Business Resource Groups open to all associates.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
