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Individual Retirement Premier Customer Service Representative
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$39,000 - $54,000 a year
Full-time
- The Customer Service Representative (CSR) position handles various types of incoming inquiries, via telephone from clients, regarding insurance products including products impacted by the financial markets.
- Qualified individuals must have the ability to multi-task and be able to navigate multiple administrative systems, including but not limited to; Windows, product specific legacy/updating systems, internet/intranet, image and workflow system, etc., and perform basic calculations using on-line tools.
- Answer an average of 45-55 inbound calls per day, ranging from simple requests to market sensitive complex inquiries from Clients and Financial Professionals
- Follow all FINRA guidelines regarding transactional processing, call handling and record keeping
- This role will serve as a one-stop-shop for top producing Equitable and 3rd party financial professionals
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