This site uses cookies. To find out more, see our Cookies Policy

Financial Customer Service Representative in Jacksonville, FL at Pionear

Date Posted: 9/19/2018

Job Snapshot

Job Description

Customer Service Representative

Job Description:


Pionear is looking for a Customer Service Representative to work for a major financial institution. We are looking for a professional candidate with superior phone and communication skills. The ideal candidate will be pleasant, upbeat, and service oriented. We are looking for a reliable candidate with a strong work ethic who is eager to advance his/her career.

This is an opportunity to:

  • Establish yourself as a valuable asset in one of the world’s largest financial institutions
  • Gain a wealth of knowledge and experience in the financial industry


Summary:

Work in a team environment assisting financial clients, both internal (Financial Advisors) and external (plan participants), with inquiries relating to 401(k) and Employee Stock Option accounts. This is a fast-paced work environment that provides an excellent opportunity to build a strong foundation for a career in the financial services industry. 

The Customer Service Representative is required to provide complete and accurate information regarding brokerage products and services including but limited to:

  • Account balances, holding and activity
  • Web Bill Payment
  • Fund Transfers
  • Online log-on, passwords reset, navigation and other functionality or trouble shooting
  • Statement reconciliation
  • Visa activity/deferred debit and rewards program rules and benefits


Responsibilities:

  • Offering World-Class Customer Service by providing complete and accurate information to clients in a high-pressure environment that requires attention to detail
  • Assisting clients with questions about their accounts and retirement goals
  • Demonstrating a cooperative and professional work attitude and displaying the ability to work effectively in a team environment

*Qualified candidates have the opportunity to be promoted into a higher level role in another capacity based on performance and professionalism.*

Job Requirements

Job Requirements:

  • Series 7 license is needed. Series 6 and 63 will be considered 
  • Must have customer service and/or call center experience 
  • Stable work history
  • Hours: applicants should be flexible, the hours vary for this role


Pionear is an Equal Opportunity Employer



CHECK OUT OUR SIMILAR JOBS

  1. Sales Jobs
  2. Customer Service Jobs