Registered Service Representative

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

📋 Description

• Manage both incoming and outgoing calls, addressing requests for forms, general inquiries, outstanding new account paperwork, status requests, and telephone transactions.

• Investigate and resolve moderately complex client issues.

• Deliver exceptional customer service to both internal and external clients.

• Oversee client accounts for necessary actions and address situations as required.

• Accurately and comprehensively document all client interactions.

• Recognize and evaluate customer needs to ensure satisfaction.

• Adhere to communication and processing protocols, guidelines, and policies.

• Offer timely, professional, and compliant solutions.

• Take ownership of providing value to customers.

• Collaborate with others to meet both individual and team objectives.

• Utilize various systems to fulfill client requests and determine the appropriate system.

• Achieve individual and team service-level expectations.

• Refer complex issues to higher-level staff when necessary.

⛳️ Requirements

• Minimum of two years of customer service experience.

• Outstanding customer service skills for extensive client interaction.

• Exceptional verbal and written communication abilities.

• Strong attention to detail.

• Excellent time management skills for prioritizing multiple responsibilities.

• Ability to adapt swiftly to changes.

• Comprehensive knowledge of brokerage accounts and investments.

• Team-oriented, proactive, and focused on customer satisfaction.

• Problem-solving capabilities to address routine inquiries and issues.

• Proficiency in following standard procedures and written instructions.

• Computer proficiency, including MS Word, Outlook, and Excel.

• FINRA Series 6, 63, 65, or 66 is preferred for roles supporting the retirement business.

• Experience in financial/brokerage sales and service is preferred.

• Customer service experience within the financial/brokerage sector is preferred.

• Familiarity with the sales process is preferred.

• Experience with IRA products is preferred.

🏝️ Benefits

• Competitive Pay.

• Bonus for Eligible Employees.

• Pension Plan.

• 401k Match.

• Employee Stock Purchase Plan.

• Tuition Reimbursement.

• Disability Insurance.

• Medical Insurance.

• Dental Insurance.

• Vision Insurance.

• Employee Discounts.

• Career Training & Development Opportunities.

• Paid Time Off starting at 160 hours annually for employees in their first year of service.

• Ten (10) paid holidays per year.

• Be Well Company holistic wellness program, featuring Wellness Coaching and Reward Dollars.

• Fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service.

• Adoption Assistance.

• Employee Assistance Program.

• Back-Up Care Program.

• PTO for Volunteer Hours.

• Employee Matching Gifts Program.

• Employee Resource Groups.

• Inclusion and Diversity Programs.

• Employee Recognition Program.

• Referral Bonus Programs.