Registered Client Care Representative

A company is looking for a Registered Client Care Services Representative. Key Responsibilities Provide personalized client support by answering inquiries and assisting with annuity products in a call center environment Process various annuity transactions and manage payout options while resolving client and financial representative inquiries Develop professional relationships with clients and financial representatives to enhance service delivery and brand loyalty Required Qualifications Associates degree in business or related field or equivalent combination of education and experience FINRA Licensure 6/63 or 7/63 required Minimum of 2 years related customer service experience Advanced understanding of investment or income markets and products Basic understanding of tax implications related to annuities

May 6, 2025 - 00:08

A company is looking for a Registered Client Care Services Representative. Key Responsibilities Provide personalized client support by answering inquiries and assisting with annuity products in a call center environment Process various annuity transactions and manage payout options while resolving client and financial representative inquiries Develop professional relationships with clients and financial representatives to enhance service delivery and brand loyalty Required Qualifications Associates degree in business or related field or equivalent combination of education and experience FINRA Licensure 6/63 or 7/63 required Minimum of 2 years related customer service experience Advanced understanding of investment or income markets and products Basic understanding of tax implications related to annuities