Job Summary
A financial services and investment firm is in need of a Remote Financial Customer Service Professional.
Core Responsibilities of this position include:
- Communicating critical plan updates and changes
- Providing excellent service within our call center for our customers' retirement savings accounts
- Processing contribution changes, loans, and withdrawals
Must meet the following requirements for consideration:
- Associates degree or higher AND at least one year of customer service experience
- Or two or more years of customer service experience
- Able to receive the opportunity to train and study to obtain FINRA Series 6 & 63 licenses
