Job Summary

A company is looking for a Registered Financial Customer Service Professional.

Key Responsibilities:

• Answer incoming telephone inquiries regarding retirement plans from participants, employers, and third-party plan specialists
• Process financial transactions, address questions related to investments, and provide education on retirement readiness
• Review and implement plan updates, run disbursement quotes, and attend meetings and training sessions

Required Qualifications:

• Associate degree in business or related field preferred, or one to two years of directly related experience without a degree
• 1 year of customer service experience in a financial service-related field
• FINRA Series 6 and Series 63 certifications required, along with FINRA fingerprinting
• Availability to work during the hours of 7am-7pm and normal office working conditions