Customer Support Representative

Employer Industry: Financial Services

• Salary up to $64,250
• Opportunity for career advancement and growth within the organization
• Flexible remote work environment
• Comprehensive benefits package, including health, dental, and retirement savings plans
• Generous paid time off program, including vacation and holidays
• Supportive and inclusive workplace culture

• Deliver trusted, professional, and reliable service to clients, ensuring customer satisfaction and loyalty
• Meet quality and productivity expectations to enhance client experience
• Provide effective and timely resolution of a range of customer inquiries
• Maintain a positive and cooperative tone with both customers and coworkers
• Complete ongoing training to stay informed about product, industry, and policy changes

• Post‑secondary education or high school diploma
• Customer service or financial services experience preferred
• Outstanding verbal communication skills and strong telephone etiquette
• Ability to thrive in a fast‑paced call center environment and manage multiple tasks
• Demonstrated problem resolution and effective listening skills

• Current SIE, Series 6 or 7, Series 63
• Working knowledge of IRAs and other retirement products

#Financial Services #Customer Service #Career Opportunity #Remote Work #Inclusive Workplace

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