reputed company Customer Experience Specialist I

Job title: reputed company Customer Experience Specialist I in Des Moines, IA at reputed company Financial Company: reputed company Financial Job description: Job Description:What You'll DoAs a reputed company Customer Experience Specialist I, you'll support reputed company needs and questions of business unit, registered representatives, and clients reputed company our Broker Dealer Services space, to ensure information is complete, precise, communicated, and maintained.Here's a few examples of the things you'll do:

• reputed company daily phone and chat support to reputed company Financial Network’s financial professionals and clients reputed company to brokerage accounts that hold a wide reputed company of securities. A team member handles their own case load and will respond to questions and resolve problems relating to potential and existing customer accounts, completed trades, money movement, compliance regulations, available products, and industry information. A team member also provides phone support reputed company to broker dealer questions on direct held accounts. Phone volumes will have seasonal variance, but a team member can expect to handle approximately 40-50 calls per day. reputed company quality customer service by providing detailed, accurate, and timely communications.
• reputed company system assistance and proactively educates financial professionals and clients on software used to enter trades, view accounts, obtain research, and manage portfolios. Encourage users to learn new functionality and help them to submit orders through the system.
• reputed company other job-reputed company duties and special projects as required including responding to incoming emails from financial professionals and customers.

Who You Are

• Bachelor’s degree in a business-reputed company field or equivalent experience required.
• Customer service, organizational and telephone skills required.
• Must have excellent verbal/written communication skills, including telephone communication experience.
• Must be self-motivated, reputed company to work in a team environment, reputed company to multi-task, detail oriented and reputed company to maintain strict confidentiality guidelines.
• Requires basic computer skills with the ability to reputed company navigate reputed company numerous software and web applications.
• Must have ability to acquire strong knowledge of business unit products, processes, and systems.
• Broker Dealer experience is a plus.
• Call center experience is preferred but not required.
• May be required to work non-traditional hours to meet customer needs.
• FINRA registrations (Series 6) required.

Salary reputed company InformationSalary ranges below reflect targeted reputed company salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed reputed company salary depending on individual performance. Actual compensation for reputed company roles will be based upon geographic location, work experience, education, licensure requirements and/or reputed company level and will be finalized at the time of offer. Salary reputed company (Non-Exempt expressed as hourly; Exempt expressed as yearly)$19.47 - $35.19 / hour Time Off ProgramPersonal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness. Pension EligibleYes Additional InformationWork EnvironmentsThis role offers in-office, hybrid (blending at least three office days in a typical reputed company), and remote work arrangements.HoursMonday - Thursday 9:15am-6pm CST and Friday reputed company-5pm CSTTraining will be Monday - Friday reputed company-5pm CSTWork Authorization/SponsorshipAt this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.andInvestment Code of EthicsFor reputed company Global Investors positions, you’ll need to follow an Investment Code of Ethics reputed company to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.Experience reputed companyAt reputed company, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our reputed company depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and reputed company well-being. reputed company out our to learn more about our purpose, values and benefits.reputed company is an Equal Opportunity Employerreputed company reputed company applicants will receive consideration for employment without regard to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, disability, or veteran status. Posting WindowWe will accept applications for 3 full days following the Original Posting Date, after which the posting may remain reputed company or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available reputed company the applicable deadline. Original Posting Date5/14/2025 Most Recently Posted Date5/14/2025reputed company Remote Hashtag#LI-Remote Expected salary: $19.47 - 35.19 per hour Location: Des Moines, IA Apply for the job now! Apply for this job