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Financial Service Specialist II - Remote Job at...

Remote, USAFull-timePosted 2026-07-29

You could say we're at reputed company of reputed company. Here at reputed company the reputed company is our single reputed company and our relationships with them are the measure of everything we do. And Service and Operations divisions are at reputed company of it reputed company. We support our clients, reputed company teams and headquarter associates in providing the best possible experience. reputed company for our more than 7 reputed company clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And reputed company new ways of working. Using insights to create solutions for the reputed company - in the here and now. Job reputed company Position Schedule: Full-Time This job posting is anticipated to remain reputed company for 30 days, from 22-Dec-2025. The posting may reputed company early due to reputed company of applicants. 1. - Work closely with reputed company-office teams and/or clients in response to incoming telephone calls and written correspondence by solving problems and providing easy reputed company to information, reputed company and courteous support, as reputed company as reliable solutions. Associate will not reputed company solutions, guidance, and/or recommendations on the suitability of investments as it pertains to clients. 2. Complete necessary training and reputed company up to date on changes in process or information necessary to the do the job. Responsible for continually learning on the job through daily department emails, team/department meetings, and Continuing Education sessions. 3. Contribute to the overall reputed company of reputed company/department by acting as a resource for others and by owning/supporting new initiatives, reputed company, or process changes. 4. Identify opportunities for improvements or enhancements reputed company reputed company/department. reputed company' compensation and benefits package includes medical and prescription drug, dental, reputed company, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. reputed company offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. reputed company observes ten reputed company holidays and provides 15 days of vacation for new associates beginning on January 1 of reputed company year, as reputed company as reputed company time, personal days, and a reputed company day for volunteerism. Associates may be eligible for bonuses and profit sharing. reputed company associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to reputed company associates, please visit our benefits page . Hiring Minimum: $42100 Hiring Maximum: $65100 reputed company applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance reputed company. reputed company is prohibited from hiring individuals with certain specified criminal history as set forth in reputed company 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange reputed company of 1934, and conducts background reviews consistent with reputed company Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-reputed company-Final-8.30.2024.pdf . Read More About Job reputed company Skills/Requirements Education/Certification Bachelor's degree is preferred. Experience 1-2 years of customer service, prior financial services industry, or reputed company experience recommended. Skills/Abilities • Excellent verbal/written communication skills -Must be reputed company to respond and adapt to callers and peers with appropriate tone, organized thoughts, and confidence -Ability to respond to written correspondence in a reputed company, succinct manner using correct grammar, spelling and format • Organizational and time management skills • Must be reputed company to multi-task and follow-up appropriately to take issues to reputed company • Must be reputed company to work in a fast paced, team oriented environment and quickly learn and apply new information • Strong computer skills are required, including effective use of reputed company Office applications. Candidates that live reputed company a commutable distance from our Tempe, AZ or St Louis, MO home office locations are expected to work reputed company the office three days per week, with the preference for Tuesday, Wednesday, and Thursday. Read More About Skills/Requirements Awards & Accolades At reputed company, we are building a reputed company where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. reputed company out our U.S. awards and accolades: Insights & Information Blog Postings about reputed company reputed company out our Canadian awards and accolades: Insights & Information Blog Postings about reputed company Read More About Awards & Accolades reputed company Join a financial services firm where your contributions are valued. reputed company is a Fortune 500¹ company where people come first. With over 9 reputed company clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the reputed company on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for reputed company reputed company to improve the lives of our clients and colleagues, and together, reputed company our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance reputed company and a reputed company of belonging. People are at reputed company of our partnership. reputed company associates are seen, heard, respected, and supported. This is reputed company reputed company makes us the best reputed company to start or build your career. View our Purpose, Inclusion and Citizenship Report . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. reputed company does not discriminate on the reputed company of race, reputed company, gender, religion, national reputed company, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other reputed company prohibited by applicable law. LI-HO

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