Answer incoming telephone inquiries including, but not limited to, requests for general account information, concerns related to contributions and withdrawals, how to make changes to an account, product information and tax questions
Process financial transactions upon request of callers
Explain past returns in comparison to economic environment; convey information in accordance with FINRA / SEC guidelines
Assist participants through the navigation of the automated voice response system as well as the Web Site when executing financial transactions and/or initiating loans
Run disbursement quotes, respond to managerial feedback, and attend meetings and training sessions
Overtime may be required based on business need.

Associate degree in business or related field preferred
With no degree, an additional one to two years directly related experience is required
1 year of customer service experience, preferably in a financial service-related field
FINRA Series 6 and Series 63 required
FINRA fingerprinting required
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Leave of absence programs – including paid parental leave, paid short
and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play.

Registered Financial Customer Service Professional

Key skills