in Hourly Rate($): 19.00
Max Hourly Rate($): 20.00
Title: Financial Services Representative
Duration: 6+ Months.
Start Date: August 7, 2023
Location: Remote
Job Profile Summary:
As a Representative, you’ll provide extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions will be key to success. Additionally, you’ll effectively interpret and articulate Clients marketing strategies when communicating with customers.
Key Responsibilities:
Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics.
Understands the different product suites, including current line-up and products no longer sold that still require servicing.
Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications.
Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Client policies, firms, plan documents and state and local laws
May perform other duties as assigned.
Education: High school diploma or equivalent required
Job Type: Contract
Salary: $19.00 - $20.00 per hour
Experience level:
- 2 years
Shift:
- Day shift
Weekly day range:
- Monday to Friday
Work setting:
- Call center
- Remote
Experience:
- Customer service: 2 years (Required)
- FINRA: 1 year (Preferred)
Work Location: Remote
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