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Penn Mutual

Helping people get stronger is a pretty good business to be in.

Senior Service Representative

RepresentativeGeneralFull TimeRemoteSeniorTeam 1,001-5,000Since 1847H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

3 days ago

Salary

$65K - $75K / year

Seniority

Senior

Bachelor Degree3 yrs expEnglish

Job Description

Senior Service Representative

Penn Mutual

• Responsible for providing prompt, courteous, and efficient service to producers and Field Offices on HTK products, services, processes, and paperwork. • Provide dedicated support via phone and email to HTK Financial Professionals, assistants and field office personnel in an efficient and accurate manner. • Maintain service standards for quality customer service, turnaround time, accuracy, and follow up. • Provide information to Financial Professionals, assistants, and other field office personnel regarding processing HTK business. • Responsible for researching items by accepting inquiries from the field, tracking results, and assuring the field receives communication regarding the status and / or completion of the request. • Provide education to HTK financial professionals, assistants, and field office personnel on the tools available to obtain requested information.

Job Requirements

  • College degree or equivalent experience strongly Preferred
  • 3-5 Years of customer service experience working in a financial setting and / or trading desk experience required
  • Experience with Pershing products, procedures, and NetExchange Pro system
  • Experience with DST Vision preferred
  • FINRA Securities Industry Essentials (SIE) preferred
  • FINRA Series 99 license preferred

Benefits

  • We’ve embraced a flexible, hybrid approach to work.

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