Client Care Services Representative (Remote)

Hader Solutions; Milwaukee (WI); On-site; USD 55,000 - 75,000; Full time

Job summary

Hader Solutions in Milwaukee seeks a Registered Client Care Services Representative to deliver high-quality client service in a call center. You will handle inquiries related to Universal Life, Variable Universal Life, and related financial products, process transactions, and educate clients and field partners.

Requirements include an Associate degree and FINRA Series 6, 7, and 63 licenses, plus strong communication and problem-solving skills.

Qualifications

• Associate degree or equivalent experience.
• FINRA Series 6, 7, and 63 licenses required.
• Knowledge of investment and income-related financial products.
• Strong communication, organizational, and problem-solving skills.
• Proficiency with computer systems and software tools.
• Ability to multitask and adapt to changing priorities.

Responsibilities

• Deliver exceptional service by addressing client questions, offering service options, and assisting with transactions.
• Resolve semi‑complex inquiries, research solutions, and identify root causes for issues.
• Own client interactions, proactively addressing needs to prevent repeat calls.
• De‑escalate challenging situations and guide clients through complex questions.
• Partner with Financial Representatives to meet client needs effectively.
• Promote and educate about new digital tools and self‑service options.
• Maintain confidentiality, privacy, and compliance standards while managing high call volumes.
• Build professional relationships to enhance client loyalty and support continuous process improvements.

Skills

Customer service

Strong communication

Problem solving

Multitasking

Education

Associate degree or equivalent experience

Tools

FINRA Series 6, 7, 63 licenses

Job description

Role Overview

The Registered Client Care Services Representative provides personalized, high-quality service to clients and field partners within a call center environment. This role involves supporting advanced market operations by handling inquiries related to Universal Life, Variable Universal Life, and other sophisticated financial products. Responsibilities include resolving complex policy and investment questions, processing transactions, educating clients and representatives on digital tools, and ensuring compliance and accuracy in all interactions.

Role Overview

The Registered Client Care Services Representative provides personalized, high-quality service to clients and field partners within a call center environment. This role involves supporting advanced market operations by handling inquiries related to Universal Life, Variable Universal Life, and other sophisticated financial products. Responsibilities include resolving complex policy and investment questions, processing transactions, educating clients and representatives on digital tools, and ensuring compliance and accuracy in all interactions.

Key Duties

• Deliver exceptional service by addressing client questions, offering service options, and assisting with transactions.
• Resolve semi‑complex inquiries, research solutions, and identify root causes for issues.
• Own client interactions, proactively addressing needs to prevent repeat calls.
• De‑escalate challenging situations and guide clients through complex questions.
• Partner with Financial Representatives to meet client needs effectively.
• Promote and educate about new digital tools and self‑service options.
• Maintain confidentiality, privacy, and compliance standards while managing high call volumes.
• Build professional relationships to enhance client loyalty and support continuous process improvements.

Qualifications & Skills

• Associate degree or equivalent experience; minimum 2 years customer service experience.
• FINRA Series 6, 7, and 63 licenses required.
• Knowledge of investment and income-related financial products.
• Strong communication, organizational, and problem-solving skills.
• Proficiency with computer systems and software tools.
• Ability to multitask and adapt to changing priorities.

Desired Skills

• Effective communication strategies for technical and non-technical audiences.
• Attention to detail and quality-focused approach.
• Customer-centric mindset with proactive problem solving.
• Prioritization and time management skills.