Remote Solutions Center Specialist

Pyramid Consulting, Inc; United States; Remote; USD 37,000 - 40,000; Full time

Benefits offered by this job

Health insurance (medical, dental, 
vi

401(k) plan

Paid sick leave

Job summary

Pyramid Consulting, Inc. is seeking a Solutions Center Representative for a 12 month contract, remote in the U.S. The role handles inbound calls from investment professionals and members, servicing current and legacy products, and offering consultative guidance.

Requires 2 years in Banking/Finance, a high school diploma, and familiarity with FINRA regulations; degree in finance/business preferred. Will work with internal partners to resolve issues and drive relationships.

Qualifications

• Must have 2 years experience in Banking, Loans, Mortgage, Underwriting or Finance.
• High school diploma required; bachelor’s degree in finance, business or economics preferred.
• FINRA series 6 and/or 26 licenses desirable and may be required based on product line.
• 1 year of customer service or sales experience.

Responsibilities

• Handle inbound calls from investment professionals, sponsors and members.
• Understand product suites, current and legacy, to service effectively.
• Interpret changes and enhancements to products from daily communications.
• Identify underlying needs and offer consultative guidance.
• Document conversations to support relationship-building strategy.
• Follow FINRA rules and state/federal laws and client policies.
• Educate customers on tax implications, penalties, and plan benefits.
• Resolve issues; escalate when needed with internal partners.

Skills

Customer service

Verbal and written communication

Financial services knowledge

Education

High school diploma

Finance/Business degree preferred

Tools

Office software

Job description

Pyramid Consulting, Inc. is seeking a Solutions Center Representative for a 12 month contract, remote in the U.S. The role handles inbound calls from investment professionals and members, servicing current and legacy products, and offering consultative guidance.

Requires 2 years in Banking/Finance, a high school diploma, and familiarity with FINRA regulations; degree in finance/business preferred. Will work with internal partners to resolve issues and drive relationships.