A company is looking for a Registered Financial Customer Service Professional to support customers with their retirement savings accounts.
Key ResponsibilitiesProvide excellent service within the call center for customers' retirement savings accountsEducate and empower customers without making cold calls or salesProcess contribution changes, loans, withdrawals, and general account changes as directed by customersRequired Qualifications, Training, and EducationAvailability to work a 40-hour week, including non-traditional hours and occasional SaturdaysAssociate's degree or higher and at least one year of customer service experience, or two or more years of customer service experienceFINRA Series 6 and 63 or higher equivalent licensureCapability to work overtime as required based on business needs
Bilingual Financial Customer Service Professional
A company is looking for a Bilingual Financial Customer Service Professional to provide support for retirement plans. ...
Customer Service Representative (Loan Consultant II - CA)
Cash handling; computer skills; customer service skills. The role of Loan Consultant II (CA) is to provide exceptional customer experience while providing personal loan solutions. This position focuses on building a customer base through sales, loan extension and merchant referrals. Role success wil...
Financial Customer Service Representative
A company is looking for a Financial Customer Service Professional to support customers with their retirement savings accounts. ...
Customer Service / Benefits Specialist (Work from Home)
We're looking for candidates with great customer service skills to fill our Remote Customer Service role!. Previous experience in customer service or sales is a plus. We're seeking someone who is great with people, building relationships, and putting customers first. Ability to listen to and underst...
Data Entry & Customer Service
Applies knowledge of company products/services to efficiently process customer information, and responds to inquiries and complaints in a diplomatic manner. Contacts customers to obtain missing information or data to ensure an accurate customer database. Trains new Customer Service staff as requeste...
Customer Service Representative (Loan Consultant II - CA)
Cash handling; computer skills; customer service skills. The role of Loan Consultant II (CA) is to provide exceptional customer experience while providing personal loan solutions. This position focuses on building a customer base through sales, loan extension and merchant referrals. Role success wil...
Customer Service & Sales Support - REMOTE
Are you ready for a career and not just a job? Are you looking to build a business that earns you system generated income? Are you looking for a proven turnkey system that delivers consistent results and allows you to grow into your full potential? Are you committed to putting in the wor...
Financial Services Professional (Management Fast Track- MBA required)
You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional for the first year of your career journey with New York Life. Financial Services Professional (Management Fast Track- MBA required). Are you looking for a job where you...
Entry Level Financial Services Professional
Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. As a Financial Services Professional, you will:. What makes a great Financial Services Professional?. Pathways to develop your Financial P...
Financial Professional
We believe in a holistic approach to financial empowerment which is why we have a threepart mission that guides our work: build and secure wealth for families and individuals; create a movement of financial professionals; and turn wealth into impact. You will engage with clients providing financial ...