- Complete service forms
- Navigate other business areas to complete tasks
- Identify proactive ways to support practices
- Support application preps
- Data entry into advice tools
- Identify and provide service solutions for members and field partners
- Support other product and marketing specific tasks as needed
- Keying data entry efficiently and accurately with proficiency in typing/keyboard is required. Polished phone demeanor, tone and etiquette are required
- Flexibility to work a schedule based on business needs. Schedules do not typically fluctuate; however, there are times where it may change.
- Has a passion to serve others. Ability to establish rapport, build relationships and loyalty with external and internal customers as well as coworkers.
Required Job Qualifications
- High school diploma/GED required college degree a plus
- 1 or more years customer services experience.
- High level of efficiency with strong attention to detail
- Strong verbal and phone skills required
- Experience with business tools (e.g.Microsoft Word, Excel, Adobe and Salesforce)
- In-depth experience with one or more financial products (Mutual Funds, Investments, Annuity, Life) and supporting systems
- Ability to maintain integrity of sensitive/confidential information
