What are the responsibilities and job description for the Service & Acquisition Specialist position at Opportunities?
About Victory Capital
Victory Capital is a diversified global asset management firm and employs a next-generation business strategy that combines boutique investment qualities with the benefits of a fully integrated, centralized operating and distribution platform.
Victory Capital provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. With 11 autonomous Investment Franchises and a Solutions Business, Victory Capital offers a wide array of investment products and services, including mutual funds, ETFs, separately managed accounts, alternative investments, third-party ETF model strategies, collective investment trusts, private funds, a 529 Education Savings Plan and brokerage services.
Victory Capital is headquartered in San Antonio, Texas, with offices and investment professionals in the U.S. and around the world. To learn more please visit www.vcm.com or follow Victory Capital on Facebook, Twitter, and LinkedIn.
General Summary and Purpose
If you are ready to start your career in financial services, or already have experience and are looking to be part a purpose-driven organization, join our team at Victory Capital InVest. We are committed to delivering an outstanding customer experience. As a Service & Acquisition Specialist, you will operate in an inbound investment center where you will have an opportunity to impact customers through financial education and product specific support with mutual funds, 529s, and retirement accounts.
Everything we do is rooted in a strong belief that through our products and services we can help every investor achieve their unique financial goals no matter how big or small. For our Service & Acquisition Specialists, every customer interaction is an opportunity to have a lasting impact and bring this belief to life.
We are committed to your success! You will receive comprehensive paid training focused on customer service, product knowledge, systems, and so much more. As you gain more experience you will have the support for additional FINRA licensing and other opportunities to grow your career at Victory Capital.
You will report to the Supervisor, Victory Capital InVest.
You Will:
- Deliver world-class customer service in an inbound setting
- Educate customers on investment products and services and utilize customer interactions to broaden the relationship with Victory Capital
- Prioritize multiple tasks and navigate multiple internal systems
- Demonstrate compassion and empathy
- Operate in a scheduled work environment
- Be a problem solver
- Maintain knowledge of Victory Capital products, policies, and remain current on financial markets and regulations
You Have:
- A desire to learn
- Strong communication skills and customer engagement skills
- Flexibility and the ability to work any shift during our operating hours, 7:30AM CT – 7:00PM CT Monday through Friday. (Shift differential paid after 6PM CT). During peak season there may be mandatory overtime as required.
- No previous financial services experience required.
Preferred Experience
- Customer service experience, preferably in a contact center environment
- 2 years of financial services industry experience and familiarity with mutual funds, 529 college savings plans, ETFs, retirement products, and brokerage experience
- Active FINRA SIE, Series 7, Series 63, Series 66, Series 24
- Experience meeting and exceeding sales, service, and customer satisfactions goals
Our Benefits:
Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.
We are committed to equal employment opportunity without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, height, weight, hair texture or a hairstyle historically associated with race to include braids, locks, or twists; or any other characteristic protected by applicable federal, state, or local laws and ordinances.
