Remote Broker-Dealer Customer Support Specialist

Principal Financial Group; Des Moines (IA); Hybride; USD 28 000 - 50 000; Plein temps

Avantages offerts par ce poste

Pension Eligible

Work Environments: Hybrid/Remote

Résumé du poste

Principal Financial Group is seeking a BD Customer Experience Specialist I to support business unit, registered representatives, and clients within our Broker Dealer Services space, ensuring information is complete, precise, communicated, and maintained.

Here’s a few examples of the things you’ll do: provide daily phone and chat support, guide users on trading systems, and handle emails with accuracy while maintaining confidentiality. This role blends in-office, hybrid and remote work.

Qualifications

• Bachelor’s degree in a business-related field or equivalent experience required.
• Customer service, organizational and telephone skills required.
• Must have excellent verbal/written communication skills, including telephone communication experience.
• Must be self-motivated, able to work in a team environment, able to multi-task, detail oriented and able to maintain strict confidentiality guidelines.
• Requires basic computer skills with the ability to efficiently navigate within numerous software and web applications.
• Must have ability to acquire strong knowledge of business unit products, processes, and systems.
• Broker Dealer experience is a plus.
• Call center experience is preferred but not required.
• May be required to work non-traditional hours to meet customer needs.
• Active FINRA Series 6 registration required; Series 7 registration preferred.

Responsabilités

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

Connaissances

Customer service

Communication skills

Teamwork

Multitasking

Confidentiality

Formation

Bachelor’s degree in business or equivalent

Outils

Brokerage software

Trading platforms

Description du poste

Principal Financial Group is seeking a BD Customer Experience Specialist I to support business unit, registered representatives, and clients within our Broker Dealer Services space, ensuring information is complete, precise, communicated, and maintained.

Here’s a few examples of the things you’ll do: provide daily phone and chat support, guide users on trading systems, and handle emails with accuracy while maintaining confidentiality. This role blends in-office, hybrid and remote work.