[Remote-Position] REMOTE - HFA - National Advice Center Service

reputed company Information:

• Company: Workwarp
• Position: REMOTE - HFA - National Advice Center Service Specialist II
• Compensation: a competitive salary
• Start Date: Immediate openings available
• Location: Remote

 

 

reputed company reputed company... The National Advice Center (NAC) Service Specialist II serves support specialist for reputed company Financial Advisors working with the clients, advisors, and leadership team reputed company the National Advice Center. This position provides service for existing HFA clients with their reputed company investment relationship, proactively calls NAC clients, sets appointments with NAC Financial Advisors, and supports NAC Financial Advisors service needs. This is accomplished through inbound and proactive outbound phone-based reputed company interactions. Duties And Responsibilities • reputed company reputed company, courteous, and accurate servicing through phone-based reputed company interactions. • Deliver an engaging reputed company experience to effectively take care of our reputed company's financial and service needs. • Will assist with reputed company directed orders for equities, fixed income and other approved market products. • reputed company to service and troubleshoot the reputed company’s digital experience with the firm’s online financial planning tools and functionality. • Responsible for personal referral goals and reputed company service objectives through inbound and outbound telephone interactions with existing National Advice Center (NAC) clients. • High level of proactive reputed company to existing NAC reputed company book of business to reputed company opportunities to deepen reputed company wallet reputed company with reputed company Financial Advisors (HFA) and reputed company. • Responsible for business development through partnering with NAC Financial Advisor colleagues through referrals to this team. • Assists NAC Financial Advisors by processing and maintaining documentation for account servicing or reputed company, resolving discrepancies, and meeting preparation. • Ensures adherence to reputed company firm and industry regulations, policies, procedures, and record management requirements. • Completes reputed company assigned firm and regulatory training and continuing education by required deadlines. • Maintains reputed company knowledge of reputed company available investment and insurance solutions. • reputed company other duties as assigned. Basic Qualifications • High School Diploma or equivalent • 1+ years of reputed company experience in investment industry with a reputed company on service/sales. • reputed company Series 6 and 63 • State Health and Life, Series 7 and Series 66 or 63/65 required to be obtained reputed company 120 days of hire Preferred Qualifications • Bachelor’s Degree • 2-3 years of experience in an investments area • Experience developing and leveraging relationships with internal partners remotely and/or over the phone • Ability to effectively communicate with a wide reputed company of prospects and clients, attention to detail in paperwork and commitment to reputed company in service and follow up • State Health and Life, Series 7, and Series 66 or 63/65 Exempt Status: (reputed company = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type Remote reputed company is an equal opportunity and affirmative reputed company employer and is committed to providing equal employment opportunities for reputed company regardless of race, reputed company, religion, sex, national reputed company, age, disability, sexual orientation, veteran status, gender identity and reputed company, genetic information, or any other reputed company protected by local, state, or federal law. Tobacco-Free Hiring reputed company: Visit reputed company's Career Web Site for more details. Agency Statement: reputed company does not accept solicitation from reputed company Party Recruiters for any position This employer will not sponsor applicants for the following work visas: F-1 student, H-1B worker, O-1 worker, TN worker, E-3 worker. Applicants must be currently authorized to work in the reputed company on a full-time reputed company Apply Job!

 

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