[Remote] Registered Financial Customer Service Professional - Phoenix
Note: The job is a remote job and is open to candidates in USA. Home Health Focus AI is dedicated to helping home healthcare professionals find meaningful opportunities that prioritize patient care. They are seeking a Registered Financial Customer Service Professional to handle inquiries related to retirement plans, process financial transactions, and assist participants with financial services.
Responsibilities
- Answer incoming telephone inquiries related to retirement plans from participants, employers, and third-party plan specialists
- Process financial transactions as requested by callers
- Explain past returns in relation to the economic environment while adhering to FINRA/SEC guidelines
- Assist participants in navigating the automated voice response system and the website for financial transactions and loan initiation
- Respond to managerial feedback, run disbursement quotes, and attend meetings and training sessions
Skills
- Associate degree in business or related field preferred; with no degree, one to two years of directly related experience is required
- Minimum of 1 year of customer service experience, preferably in a financial services-related field
- FINRA Series 6 and Series 63 licenses required
- Completion of FINRA fingerprinting
- Authorization to work for any employer in the U.S. without the need for sponsorship
- Experience in a financial service-related field
- Strong problem-solving skills and ability to handle complex inquiries
- Familiarity with retirement plans and financial products
- Excellent verbal and written communication skills
- Ability to work in a fast-paced environment and manage multiple tasks
Benefits
- Opportunity for career advancement and growth within the organization
- Generous paid time off upon hire, including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Supportive and inclusive work environment with Business Resource Groups (BRGs)
- Tuition reimbursement up to $5,250/year
- Flexibility of remote work, with support for a reliable high-speed internet connection
Company Overview