Customer Service Representative

Duties and responsibilities include, but are not limited to:

• Respond to an extremely large volume of calls that enter the servicing area Successful candidates will possess the following skills, education and experience:

• Series licensing

• May require familiarity with Turret phones or other large multi-line phone system

• Requires the ability to handle several calls at once and take concise and accurate messages

• Must be able to function in a professional and efficient manner in an extremely hectic environment

• Requires 3+ years prior experience in customer service

• May also require specific knowledge of financial regulations or investment products

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the U.S. and to complete the required employment eligibility verification document form upon hire.