Representative, Retirement Solutions Center - Financial Services
Core
Support and service 457 Retirement accounts by assisting with inquiries, rollovers, distributions, and loan processing while educating participants on products and tools.
Role type
Customer service representative for retirement solutions
Builds
457 Retirement account services for individuals, businesses, plan sponsors, and investment professionals
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
Customer service, regulatory compliance (FINRA), product knowledge (retirement plans), consultative expertise, documentation, problem-solving
Preferred skills
Finance or business administration degree, ChFC or CLU designation, Series 6 or 63 license, sales experience
Technologies
Office software, online tools, retirement account platforms
Responsibilities
Respond to incoming calls from investment professionals and members, interpret product changes and regulatory updates, educate customers on tax implications and benefits, document conversations, resolve escalated issues with internal partners
Seniority
Entry-level to Junior