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Senior Financial Services Call Center Specialist

Job in Phoenix, Maricopa County, Arizona, 85003, USA
Listing for: Mutual of America
Full Time position
Listed on 2026-09-01
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Sales
  • Customer Service/HelpDesk
    Banking & Finance
Salary/Wage Range or Industry Benchmark: 42000 - 62000 USD Yearly USD 42000.00 62000.00 YEAR
Job Description & How to Apply Below

Mutual of America Financial Group in Phoenix, AZ, is seeking a Senior Call Center Representative to handle inbound participant services calls in a hybrid environment. The role requires active FINRA Series 6 and SIE licenses and a proven background in financial services customer support.

You will respond to inquiries on withdrawals, rollovers, loans, and beneficiary claims, while using Salesforce for case notes and maintaining strong service levels in a fast-paced setting.

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Position Requirements
10+ Years work experience
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