Institutional Participant Services Representative
4 days ago
We are seeking a highly skilled and detail-oriented individual to join our team as a Retirement Plan Customer Support Specialist.
As a key member of our Institutional Participant Services team, you will play a critical role in resolving client needs and escalating complex issues.
The successful candidate will have a strong passion for serving others and a thirst for knowledge. We welcome individuals from all backgrounds and experiences who share our commitment to delivering outstanding client service.
Key Responsibilities:
- Resolve client requests and complete transactions to resolve client needs.
- Escalate issues as necessary.
- Cultivate strong relationships with clients and internal stakeholders to drive business growth and improve client satisfaction.
Requirements:
- Bachelor's degree or equivalent experience.
- Strong interpersonal and client relationship management (CRM) skills.
- Customer-facing and/or in-bound phone experience preferred.
- Able to complete the SIE (Securities Industry Essentials) exam and obtain the Series 6 & 63 FINRA licenses within department guidelines.
What We Offer:
- Competitive salary: $48,000 per year.
- Additional compensation opportunity for bilingual Spanish-speaking representatives.
- Licensing completion bonuses, additional hourly pay, and eligible company bonuses.
- Premier training and development programs to equip you with the tools to take the SIE and FINRA Series 6 and 63 exams.
- A taxable annual FlexFund stipend that allows you to select from a wide variety of well-being and lifestyle expenses.
- An annual bonus based on company performance.
- 18 PTO days and 10 federal holidays, with the unique ability to purchase an additional week of PTO.
- Industry-leading retirement savings up to 4% matched contributions, and 10% employer contribution without condition.
- Best-in-class medical, dental, and vision coverage with on-site health perks.
- CrewCare: our own onsite health-clinic for you and your loved ones.
- ShipShape: onsite fitness center.
- LYRA: a program to provide care for your emotional and mental health how, when, and where you need it, at no cost to you.
- Education benefits including tuition reimbursement designed to support you in furthering your education.
- Strong parental leave, including adoption and surrogacy benefits because we know every family looks different.
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