Service Representative

Penn Mutual•Philadelphia, PA

2d•$50,000 - $60,000•Hybrid

About The Position

Job Description We are seeking a Service Representative to join our HTK team. In this role, you will provide prompt, courteous, and accurate service to financial professionals, their assistants, and Field Offices regarding 1847Financial | HTK products, services, and processes. This is a customer-focused position that emphasizes responsiveness, learning, and collaboration. You will contribute to building strong service relationships while developing your expertise in HTK operations, policies, and systems. We’ve embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work. For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com. Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law. You’ve got big plans. You want to do work that matters. And you have high expectations for the next step in your career. Join a team of bright, talented and driven employees who have a common goal in mind: To help people get stronger. It's as simple as that. You’ll build on your expertise and have a positive impact on the financial professionals we support and the clients they serve. Here, you're an expert in the subject matter and you'll always be treated like one. Every day, your purpose is to help people get stronger. But here's the thing: Professionally, you'll get stronger too.

Requirements

Strong customer service orientation with a professional demeanor
Effective verbal and written communication skills
Basic to intermediate knowledge of Microsoft Excel and other standard office tools
Interest in developing a deeper understanding of financial services and HTK platforms
Ability to follow established procedures and guidelines
Collaborative and willing to learn from others
Highly attentive to detail and accuracy
Ability to prioritize tasks in a fast-paced environment
College degree or equivalent experience preferred
1–3 years of customer service experience, ideally in financial services or a professional services setting

Nice To Haves

Exposure to or interest in brokerage operations, Pershing platforms, or NetExchange Pro a plus
Experience with DST Vision a plus
FINRA Securities Industry Essentials (SIE) preferred or willingness to obtain
Series 99 license not required but encouraged over time

Responsibilities

Provide phone and email support to HTK Financial Professionals, assistants, and Field Office personnel in a professional and timely manner
Maintain service standards for responsiveness, accuracy, and customer satisfaction
Deliver accurate information about HTK business processing, forms, and requirements
Assist in tracking service inquiries and ensuring timely communication back to the field
Educate financial professionals and assistants on the use of self-service tools, such as clearing firm platforms and proprietary websites
Support adherence to HTK policies and procedures by explaining basic operational processes
Collaborate with internal teams to resolve service requests and inquiries
Escalate complex or unusual issues to senior team members as needed
Contribute to team initiatives and participate in learning opportunities
Complies with all company and site policies and procedures
Remains current in profession and industry trends
Successfully completes regulatory and job training requirements
Performs other duties as assigned