Grow your career with a growing organization
Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
This position is responsible for answering incoming telephone calls from terminated participants inquiring about the options with their retirement account. The primary goal is to retain assets and offer general investment education to participants including investment theory and how that impacts their retirement planning. The position is also responsible for processing transactions based on the participant's request.
What will you do:
Answer incoming telephone calls including, but not limited to, requests for general distribution options and transaction requests
Provide general investment education based on the participant's individual situation and needs
Focus on the retention, conversion and accumulation of participant's assets
Provide participants with the options available to them within their previous employer's retirement plan
Process financial transactions upon request of participants
Demonstrate knowledge in retirement plan options, distribution rules and tax implications
Handle transaction requests quickly, efficiently and accurately
Relay accurate information through clear and concise communication
Meet productivity expectations to maximize department service levels and metric goals
Actively collaborate and participate in team meetings
Consistent adherence to work schedule and punctuality required
Overtime may be required.
What will you bring:
Associate's Degree in Business or related field preferred.
With no degree, an additional one to two years directly related experience is required.
FINRA Series 6 & 63 registrations required within corporate-established timelines
What will set you apart:
1 year of customer service experience, preferably in a financial services related field.
Previous sales and/or customer service experience
Fluency in Spanish or other languages a plus
Previous call center experience is preferred
Proficient computer skills including Windows and Microsoft Office Software (Word, Excel etc.)
Ability to toggle between and work simultaneously in numerous systems
Effective listening and communication skills
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time
The salary range below describes the minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Base Salary Range
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.