Customer Service Specialist (Broker Dealer)
About the position
The Customer Service Specialist (Broker Dealer) at Ameritas is responsible for managing day-to-day interactions with financial professionals and addressing service-related inquiries. This role involves fielding telephone calls and customer inquiries, resolving issues related to financial products, and ensuring compliance with regulatory standards. The position offers a hybrid work environment, allowing for flexibility in work location.
Responsibilities
Ā Handle day-to-day interactions with financial professionals and respond to service-related inquiries.
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Ā Field telephone calls and customer inquiries, addressing and resolving customer issues.
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Ā Support service delivery for multiple products using various systems.
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Ā Communicate with account holders, providers, plan participants, and field partners to answer questions and process transactions.
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Ā Follow departmental processes to process transactions and provide information and solutions to customers.
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Ā Maintain a broad understanding of financial services products, industry terms, and product-related statements.
Requirements
Ā Associate degree or equivalent combination of education and experience required.
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Ā Previous customer service experience required.
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Ā Intermediate or above level proficiency with computer skills, Microsoft Office products, and typing required.
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Ā FINRA Series 6 or 7 registration desired, but not required.
Nice-to-haves
Ā Experience in financial services or related fields.
Benefits
Ā 401(k) matching
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Ā Adoption assistance
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Ā Dental insurance
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Ā Employee assistance program
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Ā Health insurance
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Ā Health savings account
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Ā Paid parental leave
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Ā Tuition Reimbursement and Assistance
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Ā Incentive Program Bonuses
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Ā Flexible Hybrid work
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Ā Thrive Days - Personal time off
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Ā Paid time off (PTO)
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Ā Medical, Dental, Vision benefits
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Ā Well-being programs with financial rewards
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Ā Professional development programs
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Ā Leadership development programs
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Ā Employee resource groups
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Ā StrengthsFinder Program
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Ā Matching donations program
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Ā Paid volunteer time - 8 hours per month
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Ā Generous paid maternity leave and paternity leave
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Ā Fertility, surrogacy, and adoption assistance
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Ā Backup child, elder and pet care support
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