Registered Financial Customer Service Professional - Phoenix

As a Registered Retirement Representative, you will be responsible for answering incoming telephone inquiries regarding retirement plans from participants, employers, and third-party plan specialists. Responsibilities Answer incoming telephone inquiries including requests for general account information, concerns related to contributions and withdrawals, how to make changes to an account, product information and tax questions. Process financial transactions upon request of callers. Explain past returns in comparison to the economic environment; convey information in accordance with FINRA / SEC guidelines. Complexity and scope of questions based on level. Assist participants through navigation of the automated voice response system as well as the Web Site when executing financial transactions and/or initiating loans. Complexity and scope of questions based on level. Run disbursement quotes, respond to managerial feedback, and attend meetings and training sessions. Overtime may be required based on business need. Qualifications Associate degree in business or related field preferred. with no degree, an additional one to two years directly related experience is required. 1 year of customer service experience, preferably in a financial service-related field. FINRA Series 6 and Series 63 required. FINRA fingerprinting required. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. Benefits to You Medical, dental, vision and life insurance. Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup. Tuition reimbursement up to $5,250/year. Business-casual environment that includes the option to wear jeans. Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year. Paid volunteer time - 16 hours per calendar year. Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA). Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $41,600.00 - $57,125.00 Equal Opportunity Employer We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. #J-18808-Ljbffr Hispanic Alliance for Career Enhancement