PT Contact Center Specialist I

Job Summary

The position is responsible for managing customer relationships, providing financial advice, and ensuring compliance with regulatory standards.

Responsibilities

• Develop and maintain strong relationships with clients to ensure their satisfaction and loyalty.
• Provide personalized financial planning and investment advice to clients.
• Monitor client accounts and provide regular updates on account performance.
• Ensure all transactions comply with federal and state regulations.
• Attend continuing education courses to stay updated on industry trends and regulations.

Requirements

• Bachelor's degree in Finance, Economics, or related field.
• Minimum 3 years of relevant experience in financial services.
• Proven ability to build and maintain strong client relationships.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.

Qualifications

• Series 7 and Series 66 licenses preferred.
• Experience working with retirement plans and estate planning is a plus.

Skills

• Proficient in Microsoft Office Suite.
• Ability to work independently and manage multiple tasks simultaneously.
• Strong attention to detail and organizational skills.

Benefits

• Comprehensive health insurance coverage.
• 401(k) plan with company match.
• Flexible work schedule.
• Professional development opportunities.

Pay

$50,000 - $60,000 annually.

Schedule

Full-time, Monday through Friday, 9 AM to 5 PM.