Job is Expired
Location: Arizona, Florida, Georgia, Idaho, Kansas, Louisiana, Michigan, Minnesota, Nebraska, North Carolina, Texas, Utah, Virginia
Compensation: Salary
Staff Reviewed: Thu, Sep 01, 2022
Job Summary
A financial services company is filling a position for a Remote Financial Client Services Account Representative.
Must be able to:
- Develop a basic understanding of retirement plans, specifically 401(k) Plans
- Manage a queue of cases and respond within a defined time frame
- Advise clients of internal processes and assist clients with navigating multiple systems
Position Requirements Include:
- Ability to have difficult conversations with clients while maintaining professional demeanor
- Able to adapt easily to process and organizational changes
- Excellent verbal and written communication skills
- Skills in customer service, organization, and collaboration
