Registered Client Care Rep (WI)
Job Summary
Delivering exceptional service to clients in a registered call center environment, the full-time Registered Client Care Services Rep (WI) will manage complex policy inquiries, process transactions, and educate clients and Financial Representatives on advanced product lines while working remotely.
Key responsibilities
- Provide personalized assistance to clients and Financial Representatives, addressing inquiries and transactional needs
- Resolve semi-complex inquiries and research solutions to complex issues while maintaining compliance and quality standards
- Promote digital tools and self-service capabilities, enhancing the client experience and driving continuous improvement
Required qualifications
- Associate degree in business or related field, or equivalent combination of education and experience
- Minimum 2 years of customer service experience with strong client service skills
- FINRA Licensing: Series 6 or 7 and Series 63
- Understanding of investment or income-related financial products
- Basic awareness of tax implications related to transactions
Complete Job Description
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