Penn Mutual
Sr. Service Representative
Remote - United States · Senior
Sponsorship not specified$65k-$75kDetected 1 day ago
ExcelCustomer SupportCommunication
About the role
- Responsible for providing prompt, courteous, and efficient service to producers and Field Offices on HTK products, services, processes, and paperwork.
- We've embraced a flexible, hybrid approach to work.
- Based on your role and personal preference, we empower you to choose where you work best.
Responsibilities
- 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 project level support as needed
Requirements
- 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
Nice to have
- FINRA Securities Industry Essentials (SIE) preferred
- FINRA Series 99 license preferred
Skills
- Strong customer service orientation
- Excellent organizational, communication, and computer skills
- Working knowledge of Microsoft Excel
- Knowledge and understanding of the financial services industry, and of general market trading practices
- Highly resourceful with the ability to look beyond the obvious
- Excellent relationship and collaborative skills
- Detail-oriented
- Demonstrates independent thinking
- Recommends and facilitates process changes to continuously improve the customer experience
- Ability to work as a team player, take initiative, and make decisions
- Demonstrated ability to work unsupervised
- College degree or equivalent experience strongly Preferred
Compensation
- This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment.
- $65,000 - $75,000
Benefits
- Experience with DST Vision preferred
Company info
- Position Overview
- We are looking for a Senior Service Representative to join our HTK team.
- This model allows you to balance your life and bring your whole self to work.
Equal opportunity
- Penn Mutual is committed to Equal Employment Opportunity (EEO).
Visa & Work Authorization
- This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status,
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This listing is sourced directly from Penn Mutual's careers page and normalized into a canonical job model.