Note: The job is a remote job and is open to candidates in USA. Home Health Focus AI is dedicated to helping home healthcare professionals find meaningful opportunities that prioritize patient care. They are seeking a Registered Financial Customer Service Professional to handle inquiries related to retirement plans, process financial transactions, and assist participants with financial services.
Responsibilities
- Answer incoming telephone inquiries related to retirement plans from participants, employers, and third-party plan specialists
- Process financial transactions as requested by callers
- Explain past returns in relation to the economic environment while adhering to FINRA/SEC guidelines
- Assist participants in navigating the automated voice response system and the website for financial transactions and loan initiation
- Respond to managerial feedback, run disbursement quotes, and attend meetings and training sessions
Skills
- Associate degree in business or related field preferred; with no degree, one to two years of directly related experience is required
- Minimum of 1 year of customer service experience, preferably in a financial services-related field
- FINRA Series 6 and Series 63 licenses required
- Completion of FINRA fingerprinting
- Authorization to work for any employer in the U.S. without the need for sponsorship
- Experience in a financial service-related field
- Strong problem-solving skills and ability to handle complex inquiries
- Familiarity with retirement plans and financial products
- Excellent verbal and written communication skills
- Ability to work in a fast-paced environment and manage multiple tasks
Benefits
- Opportunity for career advancement and growth within the organization
- Generous paid time off upon hire, including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Supportive and inclusive work environment with Business Resource Groups (BRGs)
- Tuition reimbursement up to $5,250/year
- Flexibility of remote work, with support for a reliable high-speed internet connection
Company Overview
HomeHealthFocus.ai is an innovative data platform that tracks and analyzes critical information from home care, hospice, and senior living companies across the United States. It was founded in 2024, and is headquartered in Boulder, US, with a workforce of 2-10 employees. Its website is https://homehealthfocus.ai.