Registered Client Care Services Representative
New
United StatesFull-TimeMiddle
Salary45,281.6 - 67,932.8 USD per year
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Job Details
- Experience
- Minimum of 2 years related customer service experience
- Required Skills
- Problem SolvingCustomer service
Requirements
- Bachelor Degree in business or equivalent experience.
- FINRA Licensure 6/63 or 7/63.
- Minimum 2 years related customer service experience.
- Advanced understanding of Investment or Income markets/products (VA, VL, VUL Retirement).
- Basic understanding of tax implications.
- Advanced written and verbal communication skills.
- Strong organization and prioritization skills.
- Demonstrated computer and keyboarding proficiency.
Responsibilities
- Delivers personalized client experience in a call center environment.
- Resolves inquiries and transactions from Financial Reps and clients.
- Researches and evaluates solutions to complex problems.
- Takes ownership of calls to avoid repeat inquiries.
- De-escalates client situations effectively.
- Educates clients and field on self-service capabilities.
- Handles phone and transactional responsibilities adhering to privacy standards.
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