Registered Financial Customer Service Professional - 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 call center setting for customers' retirement savings accounts, educating clients, and processing account changes.

Responsibilities

• Provide excellent service reputed company our call center for our customers’ retirement savings accounts
• Educate 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
• FINRA 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 quality
• Associates are required to connect their computers directly to a modem or router using an Ethernet cable to ensure consistent voice quality
• 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 call center experience
• A passion for providing quality 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, vision 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 option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to reputed company.

Company Overview