Registered Financial Customer Service Professional

This is a fully remote position, open to applicants in United States.

📋 Description

• Respond to incoming phone inquiries related to retirement plans from participants, employers, and third-party specialists.

• Offer general account details and resolve inquiries concerning contributions, withdrawals, account modifications, products, and taxation.

• Execute financial transactions as requested by callers.

• Clarify previous returns in relation to the economic climate, adhering to FINRA / SEC guidelines.

• Support participants with automated voice response systems and assist in navigating the website for financial transactions and loan initiation.

• Generate disbursement quotes.

• Address feedback from management.

• Participate in meetings and training sessions.

⛳️ Requirements

• An associate degree in business or a related field is preferred.

• If lacking a degree, an additional one to two years of relevant experience is necessary.

• Minimum of 1 year of customer service experience, ideally in a financial services setting.

• FINRA Series 6 and Series 63 licenses are required.

• FINRA fingerprinting is mandatory.

• Applicants must have authorization to work for any employer in the U.S.; visa sponsorship, including CPT/OPT, is not available.

• Must have reliable high-speed internet with a wired connection.

• A minimum service level of 50Mbps download and 10Mbps upload is required.

• Direct connection to a modem or router via an Ethernet cable is necessary.

• A designated area in the home for training and uninterrupted work is needed.

• Overtime may be necessary based on business requirements.

🏝️ Benefits

• Comprehensive medical, dental, vision, and life insurance coverage.

• Retirement savings options including a 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contributions, and a wide investment selection.

• Tuition reimbursement available up to $5,250 per year.

• A business-casual atmosphere allowing the option to wear jeans.

• Ample paid time off upon hire, which includes a paid time off program, ten paid company holidays, and three floating holidays each calendar year.

• Paid volunteer time of 16 hours per calendar year.

• Leave of absence programs, including paid parental leave, short and long-term disability, and Family and Medical Leave (FMLA).

• Business Resource Groups (BRGs) that promote inclusion and collaboration within our business and the communities we serve. BRGs are accessible to everyone.

• A flexible work environment.

• Opportunities for fluid career paths and internal mobility.

• Support for purpose, well-being, and work-life balance.

• Provision of computer equipment, headsets, and training materials.

• Potential bonus program for non-sales roles.