Providing exceptional service in a remote environment, the full-time Registered Service Representative will manage inbound and outbound client calls, assist with retirement product inquiries, and facilitate transactions while ensuring customer satisfaction. Key responsibilities Handle client calls for requests, inquiries, and transaction support while adhering to service level expectations Research and resolve client issues using available resources and document all interactions thoroughly Monitor client accounts and provide timely, professional solutions to enhance customer satisfaction Required qualifications Two years of customer service experience, preferably in a financial or brokerage environment Broad knowledge of brokerage accounts and investments Proficiency in using multiple systems to service client requests Ability to follow standard procedures and written instructions effectively PC proficiency, including MS Word, Outlook, and Excel