Delivering exceptional service to clients in a registered call center environment, the full-time Registered Client Care Services Rep (WI) will manage complex policy inquiries, process transactions, and educate clients and Financial Representatives on advanced product lines while working remotely. Key responsibilities Provide personalized assistance to clients and Financial Representatives, addressing inquiries and transactional needs Resolve semi-complex inquiries and research solutions to complex issues while maintaining compliance and quality standards Promote digital tools and self-service capabilities, enhancing the client experience and driving continuous improvement Required qualifications Associate degree in business or related field, or equivalent combination of education and experience Minimum 2 years of customer service experience with strong client service skills FINRA Licensing: Series 6 or 7 and Series 63 Understanding of investment or income-related financial products Basic awareness of tax implications related to transactions
Registered Client Care Rep (WI) in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.