FINRA Licensed Retirement Specialist
7 days ago
As a key member of our team at TASQ Staffing Solutions, you will play a vital role in providing exceptional customer service and support to our clients in the Financial and Retirement Services industry.
Key Responsibilities:
- Receive and respond to inbound contacts from individual investors, distribution partners, and/or clients, ensuring all transactions are accurately completed and appropriate forms and information are provided with a satisfactory resolution of the situation.
- Apply advanced skills and knowledge to research situations and respond to callers, escalating situations to the next level as appropriate.
- Complete necessary documentation in all utilized systems.
- Provide mentoring and training for less experienced team members.
- Proactively educate and promote technology conveniences to customers for more efficient access to information and increased transaction efficiencies.
Requirements:
- Must have a FINRA license.
- Excellent understanding of the Financial and Retirement Services industry.
- Strong communication, customer service, organizational, and telephone skills required.
- Requires good computer skills and the ability to efficiently navigate within numerous software and web applications.
- Must possess the ability to obtain the necessary knowledge of applicable business unit systems, work under limited supervision, and exercise independent judgment.
- Amenable to work on hybrid setup (3x/week RTO) in McKinley, Taguig, and night/shifting schedules.
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