Registered Financial Customer Service Professional

Role overview Provide phone-based support to customers managing retirement savings accounts, helping them understand plan information and complete account transactions. The position includes paid training and coaching, and is suited to a service professional who already holds the required securities licenses.

Responsibilities - Respond to customer inquiries about retirement plans and savings accounts. - Explain plan updates and account information in accessible terms. - Process requested contribution changes, loans, withdrawals, and general account updates. - Coordinate with colleagues and clients to provide consistent service. - Use customer conversations to educate and assist, without cold calling or sales.

Requirements - Hold current FINRA Series 6 and Series 63 licenses, or higher equivalent licenses. - Have an associate degree or higher plus at least one year of customer service experience, or at least two years of customer service experience. - Be available for a 40-hour week, Monday through Friday outside traditional business hours, with occasional Saturdays. Shifts are set by business need; closing shifts through 10 p.m. Eastern are most commonly needed, and earlier shifts are not guaranteed. - Be able to work overtime when required. - Be authorized to work for any U.S. employer; visa sponsorship is unavailable. - For remote work, have a quiet home workspace and reliable wired internet of at least 50 Mbps download and 10 Mbps upload, connected by Ethernet.

Nice to have - Financial services or call center experience. - Strong customer service instincts, attention to detail, and comfort adapting communication for a diverse customer base. - Ability to learn and apply financial industry policies and procedures.

Benefits and work setup - Paid training and ongoing coaching; computer equipment, headset, and training materials are provided. - Benefits include medical, dental, vision, and life insurance; a 401(k) with company matching; tuition reimbursement; paid time off and holidays; paid volunteer time; and leave programs. - The listed base salary range is $41,600–$57,125, with final pay depending on location, experience, education, licensure, and skills.