Job Summary

• Our Client Service Excellence Center associates fulfill our mission by helping our clients through life's biggest moments – from buying their first home to preparing for retirement.
• As a Client Service Excellence Representative, you will partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving issues.
• Our benefits package was designed with you in mind, including benefits centered around financial and career stability, longevity, and balance.

Matching Summary

Salary

Base: $52,000 - $58,000; Bonus/Equity: quarterly performance-based bonuses, merit increases, company bonuses, up to $15,000 licensing bonus, $10,000 at 3-year anniversary, $20,000 at 5-year anniversary, $20,000 every 5 years thereafter; Benefits: Not specified

Skills & Requirements

Key Requirements

• 3+ years customer-facing/in-bound phone experience
• High school, associate, or bachelor's degree
• SIE license required
• Series 7 and 63 license/registration required

Work Rights