This role is part of the Client Services Operations organization and supports the day-to-day servicing needs of clients and Financial Representatives. The position is responsible for delivering high-quality client service through accurate transaction processing, issue resolution, and clear communication across a range of investment-related inquiries.
Requirements
- Associate degree in business or a related field, or an equivalent combination of education and experience.
- Minimum of two years of related customer service experience with demonstrated customer service skills.
- Advanced understanding of investment or income products or markets (e.g., VA, VL, VUL, Retirement, or Business markets).
- Basic understanding of tax implications.
- Strong written and verbal communication skills.
- Ability to multitask and manage a high volume of calls or caseloads with a high degree of accuracy.
- Strong organizational skills with the ability to prioritize tasks effectively.
- Demonstrated desire to continuously learn and improve.
- Strong problem-solving skills with the ability to provide effective options and solutions.
- Demonstrated computer proficiency with solid keyboarding skills and experience using common software applications.
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan
- Equal Opportunity Employer
