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crm salesforce microsoft office docusign series 6📋 Description
- Support daily operations of the Direct Business department.
- Process client account requests accurately and in compliance.
- Maintain queue efficiency and meet SLAs with the team.
- Partner with Team Lead and associates to resolve items.
- Ensure timely, clear communication with clients and colleagues.
- Maintain knowledge of workflows and compliance requirements.
🎯 Requirements
- 2+ years in financial services operations
- Series 6 license preferred
- Understanding of mutual funds, variable annuities, and 529 plans
- Detail-oriented and organized
- Manage multiple priorities and deadlines
- Proficiency with Microsoft Office and Salesforce/CRM tools; HS diploma or GED required, college preferred
🎁 Benefits
- Competitive base pay and extensive benefits
- Medical, Blue Shield or Kaiser options
- Dental insurance with MetLife
- Vision insurance with VSP
- Flexible spending accounts and 401K contributions
- Generous paid time off and holidays
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