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Retirement Specialist

VirtualVocations
Tamarac, Florida, United States
Full-time

A company is looking for a Retirement Service & Support Specialist.Key Responsibilities : Act as primary contact for customers transferring funds and accountsProvide optimal service and follow-up to dedicated customers throughout the transfer processOversee not-in-good-order items associated with the transfer processRequired Qualifications : Bachelor's degree or equivalent combination of education and work experience3 years of customer service experience in a financial service-related fieldFINRA Series 6 and 63 registrations requiredFINRA Fingerprinting requiredExperience managing multiple priorities and handling stressful situations daily

5 days ago
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