Financial Services Representative

Required Education :

• Associate's degree

Preferred Education :

• Bachelor’s Degree

Required Qualifications / Skills / Experience :

• Strong problem-solving skills
• Time Management skills
• Basic typing and computer skills
• Background in customer service
• Strong interpersonal and written communications
• The ability to work within a team and independently
• High attention to detail

Position Overview :

Responsible for providing exposure to both Sales and Service for New York Deferred Compensation Plan.

Job Details :

• Receives and responds to incoming customer / agent / employer inquiries
• Communicates with customers, field staff, service centers, internal / external sales support and other industry companies through oral and written communication
• Maintains current knowledge of contract and product provisions and administration of the Plan, and the processing systems related
• Resolves routine errors requiring corrective processing
• Demonstrates the ability to identify situations that require advanced technical knowledge or exception processing and refers the situation to a Supervisor
• Reviews, research, and interprets records and reports to accurately make decisions
• Decision making skill necessary for customer contacts
• Ability to identify and evaluate problems and analyze customer inquiries and determines appropriate action
• Performs other duties as requested

Additional Notes :

Candidates must reside within the location or near Troy, NY due to onsite training and hybrid schedule

• Only those lawfully authorized to work in the designated country associated with the position will be considered.
• Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.