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Remote Financial Client Services Account Representative

Job is Expired
Location: Arizona, Florida, Georgia, Idaho, Kansas, Louisiana, Michigan, Minnesota, Nebraska, North Carolina, Texas, Utah, Virginia
Compensation: Salary
Staff Reviewed: Wed, May 24, 2023
Job Category: Sales
Weekly Hours: Full Time
Employment Status: Permanent
Employer Type: Employer
Career Level: Experienced
Education Level: Some College, Bachelors

Job Summary

A financial company has a current position open for a Remote Financial Client Services Account Representative.

Core Responsibilities Include:

  • Developing a basic understanding of retirement plans
  • Managing a queue of cases

Qualifications Include:

  • Able to adapt easily to process and organizational changes
  • Meticulous attention to detail and proactive approach to problem solving
  • Associate's or bachelor's degree in a related field

COMPLETE JOB DESCRIPTION

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