Job Description
Role
Become part of our industry-leading team, delivering innovative solutions and driving results for clients. You'll be a member of the Advisory Services business, reporting directly to the Team Manager.
Responsibilities
Receiving inbound calls from retirement plan participants looking for assistance with financial planning. You will also support investment advisory services within our call center.
Making warm outbound calls to customers expressing interest in the creation of a financial advisory program.
Participating in the process of setting up new accounts and maintaining accounts for customers.
Recording account openings accurately and other transactions in our record keeping database.
Explaining employer-based retirement plan requirements and basic IRS regulations related to 401(k) transactions to retirement plan participants.
Interacting with customers for a...
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