Experienced Full Stack Licensed Customer Service Representative – Investment Product Support

At careerzynith, we're dedicated to delivering exceptional customer experiences that exceed our clients' expectations. As a Licensed Customer Service Representative within our Investments organization, you'll play a vital role in fostering a culture of inclusivity, respect, and value for our employees. We're seeking a highly skilled and motivated individual to join our team, providing advanced customer service activities and initiatives for specialized products and services.

• *About careerzynith**

careerzynith is a leading financial services company that's committed to helping our clients achieve their financial goals. With a rich history of innovation and a strong reputation for excellence, we're proud to be a trusted partner for individuals, families, and businesses across the United States. Our people are our greatest differentiator, and we're united in our mission to deliver the best experience for our customers.

• *Job Description**

As a Licensed Customer Service Representative, you'll be responsible for providing exceptional customer service and support for our investment products and services. You'll work closely with our Internal Services Group (ISG) to deliver a seamless experience for our clients, leveraging advanced processes and tools to resolve complex issues and build strong relationships.

• *Key Responsibilities:**

• Perform advanced customer service activities and initiatives for specialized products and services, focusing on problem resolution across multiple channels.
• Receive, investigate, and respond to customer inquiries regarding complex products, services, and issues via all channels.
• Resolve customer service inquiries and issues, recommending appropriate solutions and escalating complex or reoccurring issues.
• Maintain high levels of customer satisfaction consistent with careerzynith's core values, demonstrating commitment to quality and serving as a coach or mentor to the customer service team.
• Document customer interactions and complete service requests to minimize customer effort or additional action.

• *Qualifications:**

To be successful in this role, you'll need to demonstrate the following skills, competencies, and qualifications:

• **Accountability, Continual Improvement Process, Customer Interactions, Customer Service, Decision Making, Relationship Building, Results-Oriented, Technical Support**
• **Accuracy and Attention to Detail, Client Relationship Management, Customer Experience Management, Decision Making and Critical Thinking, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Problem Solving, Products and Services, Tech Savvy**
• **Associates or equivalent degree, with 3+ years of related experience or product knowledge**
• **FINRA Series 7 and 63 (or 66) investment license**

• *Benefits:**

As an careerzynith employee, you'll enjoy a comprehensive range of benefits that support your well-being and career growth. These include:

• Medical/prescription drug coverage with a Health Savings Account feature
• Dental and vision options
• Employee and spouse/child life insurance
• Short and long-term disability protection
• 401(k) with careerzynith match, pension, and stock purchase plans
• Dependent care reimbursement account
• Back-up child/elder care
• Adoption, surrogacy, and doula reimbursement
• Educational assistance, including select programs fully paid
• A robust wellness program with financial incentives

• *Work Environment and Company Culture:**

careerzynith is committed to fostering an inclusive and accessible workplace, where all employees feel respected, valued, and empowered to contribute to our success. We're proud to be an equal opportunity employer, dedicated to providing reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

• *Compensation and Perks:**

careerzynith offers a competitive salary and benefits package, including paid time off, holidays, and vacation days. We're committed to recognizing and rewarding our employees' hard work and dedication, with opportunities for career growth and professional development.

• *How to Apply:**

If you're a motivated and customer-focused individual with a passion for delivering exceptional service, we encourage you to apply for this exciting opportunity. Please submit your application, including your resume and a cover letter, to our online portal. We can't wait to hear from you!

• *Equal Employment Opportunity (EEO):**

careerzynith provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

• *Disability Accommodations Statement:**

If an accommodation is required to participate in the application process, please contact us via email at [insert email address]. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

• *California Residents:**

Refer to the [insert link] to gain understanding of how careerzynith may use or disclose your personal information in our hiring practices.

• *Apply Now:**

Don't miss this opportunity to join our team and make a difference in the lives of our clients. Apply now and take the first step towards a rewarding career with careerzynith!

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