Offer summary
Qualifications:
Associate degree or higher required, Minimum 1 year customer service experience, Availability for 40-hour work week, Flexibility to work overtime, Willingness to obtain FINRA licenses.Key responsabilities:
- Provide excellent service for retirement accounts
- Educate clients without cold calling
- Communicate updates to plans
- Process contribution changes, loans, and withdrawals
- Assist with general account modifications