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Registered Client Care Representative
A company is looking for a Registered Client Care Services Representative. Key Responsibilities Provide personalized client support and address inquiries in a call center environment Process income conversion transactions and manage maturity options for clients Collaborate with financial representatives and internal teams to ensure smooth transitions from accumulation to payout phases Required Qualifications Associate's degree in business or related field, or equivalent experience Minimum of 2 years of customer service experience Advanced understanding of investment or income markets/products Basic understanding of tax implications Required certifications: Series 63, Series 6, and SIE - FINRA
A company is looking for a Registered Client Care Services Representative.
Key Responsibilities
Provide personalized client support and address inquiries in a call center environment
Process income conversion transactions and manage maturity options for clients
Collaborate with financial representatives and internal teams to ensure smooth transitions from accumulation to payout phases
Required Qualifications
Associate's degree in business or related field, or equivalent experience
Minimum of 2 years of customer service experience
Advanced understanding of investment or income markets/products
Basic understanding of tax implications
Required certifications: Series 63, Series 6, and SIE - FINRA