[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