Broker-Dealer Customer Experience Specialist I

Principal Financial Group; États-Unis; À distance; USD 28 000 - 50 000; Plein temps

Résumé du poste

Principal Financial Group in the United States is seeking a BD Customer Experience Specialist I to support business unit professionals and clients within our Broker Dealer Services space, ensuring information is complete, accurate, and timely.

The role involves daily phone and chat support for financial professionals and clients, guidance on brokerage accounts, system assistance, and responsive handling of emails.

Qualifications

• Diploma or equivalent experience required.
• Customer service, organizational and telephone skills required.
• Excellent verbal/written communication skills.
• Self-motivated, able to work in a team, multi-task, detail oriented, and maintain confidentiality.
• Basic computer skills with navigation of multiple software/web applications.
• Ability to learn business unit products, processes, and systems.
• Broker Dealer experience is a plus; call center experience is preferred but not required.
• May work non-traditional hours; FINRA Series 6 required; Series 7 preferred.

Responsabilités

• Provide daily phone and chat support to financial professionals and clients related to brokerage accounts.
• Provide system assistance and educate users on software to enter trades, view accounts, obtain research, and manage portfolios.
• Respond to incoming emails from financial professionals and customers.

Connaissances

Customer service

Communication

Phone support

Multi-tasking

Formation

Diploma or equivalent experience

Outils

Brokerage platforms

Description du poste

Principal Financial Group in the United States is seeking a BD Customer Experience Specialist I to support business unit professionals and clients within our Broker Dealer Services space, ensuring information is complete, accurate, and timely.

The role involves daily phone and chat support for financial professionals and clients, guidance on brokerage accounts, system assistance, and responsive handling of emails.