Grow your career with a growing organization

Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

Responsible for answering incoming telephone inquiries regarding retirement plans from participants, employers and third-party plan specialists.

ESSENTIAL FUNCTIONS:

• Answer incoming telephone inquiries including, but not limited to, 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. Complexity and scope of questions based on level.
• Addresses questions or concerns in relation to investments.
• Explain past returns in comparison to economic environment; convey information in accordance with FINRA / SEC guidelines. Complexity and scope of questions based on level.
• Assist participants through the 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.
• Submits requests for research and follow-up if needed after the initial call. May be required to make outbound calls if necessary. Expectation determined by level.
• Review, comprehend and implement all new communication regarding plan updates and changes.
• Run disbursement quotes, respond to managerial feedback, and attend meetings and training sessions.
• In addition to answering caller inquiries, representatives will provide callers with education regarding retirement readiness.
• Consistent adherence to work schedule and punctuality required.
• Overtime may be required.

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.
• Must be available to work during the hours of 7am-7pm.
• Normal Office Working Conditions.

This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description. You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

***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.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• 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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer * Drug-free workplace

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.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

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