Employer Industry: Financial Services
Why consider this job opportunity:
- Salary up to $64,250
- Opportunity for career advancement and growth within the organization
- Work remotely anywhere within the U.S.
- Comprehensive benefits package including health, dental, and retirement savings plans
- Generous paid time off program including up to 11 paid holidays and 150 hours of vacation
- Supportive and inclusive work environment that values diversity and well-being
What to Expect (Job Responsibilities)
- Deliver trusted, professional, and reliable service to clients and build customer satisfaction and loyalty
- Meet quality and productivity expectations to ensure a positive client experience
- Provide effective and timely resolution of a range of customer inquiries
- Strive for first-call resolution of customer issues and translate scenarios requiring problem resolution into positive service experiences
- Complete ongoing training to stay current with product, industry, service, and policy changes
What is Required (Qualifications)
- Post-secondary education or high school diploma
- Customer service or financial services experience is a plus
- Outstanding verbal communication skills and strong telephone etiquette
- Ability to thrive in a fast-paced call center environment and manage multiple tasks
- Demonstrated problem resolution skills and effective listening abilities
How to Stand Out (Preferred Qualifications)
- Current SIE, Series 6 or 7, Series 63 certifications
- Working knowledge of IRAs and other retirement products
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