Investment Planning Services Representative

About the role

Researches information to service and resolve customer inquiries and account issues
Answers customer and agent telephone inquiries on Investment Planning Services accounts and policies
Processes financial account transactions, entries, product inquiries, and/or requests
Reviews and provides suggestions to improve workflows, processes, and/or procedures
Applies general knowledge of investment fundamentals and industry trends to service Customer and agent inquiries

Qualifications

• Associates Degree or higher, preferred
  Financial Services, Investments, Banking or Insurance work experience is desirable.
  Contact center experience a plus
• Strong verbal communication skills
  Familiarity with Excel helpful

Skills

N/A

Benefits

N/A

Pay

Starting salary range: $49,000 - $53,000
Annual raise and bonus possible
Healthcare coverage
Preventative care coverage
Vision, dental, telemedicine, mental health services
Education assistance programs
Discounts and financial workshops
Retirement planning tools

Schedule

Hybrid work arrangement
In-office 50% of the time
Second and fourth week of each month, Monday - Friday in-office
Minimum of 6 weeks in-office before moving to regular schedule of 50% in-office requirement