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Financial Services Representative II

VirtualVocations
Appleton, Wisconsin, United States
Full-time

A company is looking for a Financial Service Representative II to provide customer service for retirement plans.Key ResponsibilitiesAnswer inbound calls and respond to customer inquiries regarding retirement plansAssist with online account access, loan eligibility, rollovers, and market volatility discussionsMaintain knowledge of retirement product lines and IRS rules to provide accurate informationRequired Qualifications and Education2+ years of experience in financial services with customer service in a contact centerActive FINRA Series 6 or 7 and Series 63 licenses are requiredAssociate or Bachelor's degree preferredGeneral understanding of FINRA and governmental rules and regulations

19 hours ago
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