Retirement Specialist
Retirement Specialist
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
w/ FINRArelated bonus!
Work schedule: Nightshift weekends off
Work setup: Hybrid 3 days onsite
Location: McKinley West Taguig
Qualifications:
- Must have a FINRA license: Series 7 and Series 24
- Excellent understanding of the Financial and Retirement Services industry
- At least 2 years of related (financial services industry) work experience
- Strong communication customer service organizational and telephone skills required
- Requires good computer skills and the ability to efficiently navigate within numerous software and web applications
- Must possess the ability to obtain the necessary knowledge of applicable business unit systems work under limited supervision and exercise independent judgment
- Amenable to work on hybrid setup (3x/week RTO) in McKinley Taguig and night/shifting schedules.
Job Description
- Receive inbound contacts from individual investors distribution partners and/or clients ensuring all transactions are accurately completed and appropriate forms and information are provided with a satisfactory resolution of the situation. When necessary apply advanced skills and knowledge to research the situation and respond to the caller escalating the situation to the next level as appropriate.
- Complete the necessary documentation in all utilized systems.
- May be asked to provide mentoring and training for less experienced team members.
- Proactively educate and promote technology conveniences to customers for more efficient access to information and increased transaction efficiencies.
Employment Type
Full Time
