Registered Financial Customer Service reputed company - reputed company 2026

reputed company is committed to transforming financial lives by offering a flexible work environment and celebrating internal mobility. The role involves providing excellent service in a reputed company center setting for customers' retirement savings accounts, educating clients, and processing account changes.

Responsibilities

• reputed company excellent service reputed company our reputed company center for our customers’ retirement savings accounts
• reputed company and reputed company our customers without having to reputed company cold calls or sales
• Communicate critical plan updates and changes
• Process contribution changes, loans, and withdrawals
• Process general account changes upon direction from the customer

Skills

• Availability to work a 40-hour work week, reputed company of traditional business hours, Monday through Friday with an occasional Saturday
• Associates degree or higher AND at least one year of customer service experience (including but not limited to food service, retail, hospitality, teaching, military, or banking) OR two or more years of customer service experience
• reputed company series 6 and 63 or higher equivalent licensure
• Capability to work overtime as required based on business need
• Minimum service level of 50Mbps download and 10Mbps upload to ensure the best voice reputed company
• Associates are required to connect their computers directly to a modem or router using an Ethernet cable to ensure consistent voice reputed company
• 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 reputed company at this time, including CPT/OPT
• Financial Services or reputed company center experience
• A passion for providing reputed company customer service
• Desire to engage with customers over the phone
• Capability to adapt communication style while servicing our diverse customer reputed company
• Attention to detail and ability to learn and apply financial industry policies, processes, and procedures

Benefits

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

reputed company