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Registered Client Care Representative
Job Summary
A company is looking for a Registered Client Care Services Representative.
Key Responsibilities
- Provide personalized client support by answering inquiries and assisting with annuity products in a call center environment
- Process various annuity transactions and manage payout options while resolving client and financial representative inquiries
- Develop professional relationships with clients and financial representatives to enhance service delivery and brand loyalty
Required Qualifications
- Associates degree in business or related field or equivalent combination of education and experience
- FINRA Licensure 6/63 or 7/63 required
- Minimum of 2 years related customer service experience
- Advanced understanding of investment or income markets and products
- Basic understanding of tax implications related to annuities
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COMPLETE JOB DESCRIPTION
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