Registered Retirement Representative

Job Summary

A company is looking for a Registered Financial Customer Service Professional.

Key Responsibilities

• Answer incoming telephone inquiries regarding retirement plans and process financial transactions
• Explain past returns in relation to the economic environment and assist participants with automated systems
• Run disbursement quotes, respond to feedback, and attend meetings and training sessions

Required Qualifications

• Associate degree in business or related field preferred, or 1-2 years of related experience without a degree
• 1 year of customer service experience, preferably in a financial service-related field
• FINRA Series 6 and Series 63 licenses required
• FINRA fingerprinting required
• Must be authorized to work for any employer in the U.S