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Sr. Service Representative

Penn Mutual -
Remote

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Job Details

Full-time
$65,000 - $75,000 a year

Benefits

Opportunities for advancement

Qualifications

Stakeholder relationship building

Full Job Description

Job Description:

Position Overview

We are looking for a Senior Service Representative to join our HTK team. 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. This model allows you to balance your life and bring your whole self to work.

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 information to Financial Professionals, assistants, and other field office personnel regarding processing HTK business
Responsible for researching items by accepting inquiries from the field, tracking results, and assuring the field receives communication regarding the status and / or completion of the request
Provide education to HTK financial professionals, assistants, and field office personnel on the tools available to obtain requested information through such things as our clearing firm platform, proprietary websites, and other materials
Effectively explain to field personnel HTK’s policies and procedures for conducting business
Act as liaison between Pershing and the field
Handle more complex and escalated issues
Represent HTK Operations at departmental meetings
Provide project level support as needed
Other projects and duties as assigned

Skills and Abilities

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

Education

College degree or equivalent experience strongly Preferred

Experience

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
Experience with DST Vision preferred

Licenses

FINRA Securities Industry Essentials (SIE) preferred
FINRA Series 99 license preferred

Base Salary Range : $65,000 - $75,000

#hp

For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com.

Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. 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. All employment-related decisions and practices are free from unlawful discrimination. 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, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

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Refine Your Search

for future employment jobs in remote

Sr. Service Representative

College Admissions Counselor/Consultant

Screenwriter - ReelShort (Contractor)

Genealogist Researcher (United States Mid-South, South)

Religion Specialist – Freelance AI Trainer Project

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University Admission Assistant (ETS) | Temporary

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History Specialist - Freelance AI Trainer Project

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Talent Pipeline

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I want to receive the latest job alert for for future employment in remote

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