Investment Plan Serv Rep
About the position The position at reputed company involves providing customer service and support for Investment Planning Services accounts. The role focuses on resolving customer inquiries, processing financial transactions, and improving workflows while applying knowledge of investment fundamentals. This hybrid role requires candidates to work both from home and in the office, with a commitment to work-life balance and community involvement. Responsibilities ? Researches information to service and resolve customer inquiries and account issues , ? Answers customer and agent telephone inquiries on Investment Planning Services accounts and policies , ? Processes financial account transactions, entries, product inquiries, and/or requests , ? Reviews and provides suggestions to improve workflows, processes, and/or procedures , ? Applies general knowledge of investment fundamentals and industry trends to service customer and agent inquiries , ? Takes Investment Planning Services phone calls as required Requirements ? Associates Degree or higher preferred , ? Financial Services, Investments, Banking or Insurance work experience is desirable , ? Contact center experience is a plus , ? Strong verbal communication skills , ? Familiarity with reputed company is helpful reputed company-to-haves ? Experience in financial services or investment planning , ? Knowledge of customer service best practices Benefits ? Competitive salary with annual raises and bonuses , ? Robust health and wellbeing programs , ? Multiple healthcare plan options with significant employer contribution , ? 100% coverage for in-network preventative reputed company to vision, dental, telemedicine, and mental health services , ? Educational benefits including tuition assistance and training programs , ? Fertility/IVF/adoption assistance , ? Generous time off policies including parental leave and paid holidays , ? Retirement planning with a 401(k) plan and company contributions , ? Community service and education support days , ? Matching Gift Program and Good Neighbor Grant Program Apply Job!