Job Summary
The role involves offering financial education and advice to participants in retirement plans, focusing on investment options and the regulations governing these plans. The position necessitates managing both incoming and outgoing calls, addressing issues, and providing transactional support to clients.
Responsibilities
- Provide guidance on investment vehicles and retirement plan regulations to plan participants.
- Handle customer inquiries and resolve issues through inbound and outbound calls.
- Process transactional support efficiently for clients requiring assistance.
Qualifications
- Possession of a FINRA Series 6 license is mandatory.
- Willingness to acquire a Series 63 license within six months of employment.
- Experience with defined contribution plans and mutual funds is essential.
- A background in customer service is required to effectively assist participants.
