Registered Service Representative

Job Summary

A company is looking for a Registered Service Representative (Remote).

Key Responsibilities

• Handle inbound and outbound calls related to retirement products and client transactions
• Provide excellent customer service and accurate information to clients
• Document client interactions and resolve issues using available resources

Required Qualifications

• Two years of customer service experience
• Broad knowledge of brokerage accounts and investments
• Ability to adapt quickly to change
• Team-oriented and proactive in customer focus
• PC proficiency (MS Word, Outlook, Excel)