Employer Industry: Financial Services
Why consider this job opportunity:
- Salary up to $64,250
- Opportunity for career advancement and professional growth within a global organization
- Enjoy a fully remote work environment with flexible hours
- Comprehensive benefits package including health, dental, and retirement savings plans
- Generous paid time off program with up to 150 hours of vacation and 11 paid holidays
- Supportive and inclusive workplace culture that values diversity
What to Expect (Job Responsibilities):
- Provide trusted and reliable customer service to clients and financial advisors
- Resolve a range of customer inquiries effectively and in a timely manner
- Meet productivity and quality expectations to enhance client satisfaction
- Collaborate positively with both customers and coworkers, maintaining a cooperative tone
- Complete ongoing training to stay updated on product, industry, and policy changes
What is Required (Qualifications):
- Post-secondary education or high school diploma
- Experience in Customer Service or Financial Services is a plus
- Exceptional verbal communication skills and strong telephone etiquette
- Ability to manage multiple tasks in a fast-paced call center environment
- Demonstrated problem resolution and effective listening skills
How to Stand Out (Preferred Qualifications):
- Current SIE, Series 6 or 7, Series 63 licenses
- Working knowledge of IRAs and other retirement products