Remote Transition Services Specialist in the Philadelphia Area

Location: Pennsylvania

Compensation: To Be Discussed

Staff Reviewed: Mon, Apr 19, 2021

This job expires in: 10 days

Job Category: Human Services

Remote Level: 100% Remote

Employer Type: Employer

Career Level: Experienced

Job Summary

A financial services company is searching for a person to fill their position for a Remote Transition Services Specialist in the Philadelphia Area.

Individual must be able to fulfill the following responsibilities:

  • Engage with customers, via inbound calls, and respond to their inquiries which may include notifying us of certain life events
  • Deliver efficient and responsive resolution for reregistration in the most effective way possible
  • Uncover opportunities and identify products and services that will enhance the client’s financial success

Required Skills:

  • Have a Series 7 license
  • Have a Series 63 license or be able to obtain one within 90 days
  • Have 2-3 years of previous financial services experience
  • Have strong multi-tasking skills and the ability to process transactions with efficiency and accuracy
  • Have strong organizational skills, ability to prioritize decisions in a fast moving environment
  • Being able to take ownership of complex situations that result in positive outcomes for the customer

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