Financial Services Representative II

Company: VirtualVocations
Location: Moreno Valley
Posted on: November 16, 2024

Job Description:

A company is looking for a Financial Service Representative II to provide customer service for retirement plans.

Key Responsibilities

Answer inbound calls and respond to customer inquiries regarding retirement plans
Assist with online account access, loan eligibility, rollovers, and market volatility discussions
Maintain knowledge of retirement product lines and IRS rules to provide accurate information

Required Qualifications and Education

2+ years of experience in financial services with customer service in a contact center
Active FINRA Series 6 or 7 and Series 63 licenses are required
Associate or Bachelor's degree preferred
General understanding of FINRA and governmental rules and regulations

Keywords: VirtualVocations, Mission Viejo , Financial Services Representative II, Accounting, Auditing , Moreno Valley, California

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