Responsibilities

This Registered Client Care Services Representative will deliver a personalized and remarkable experience for clients by answering their questions, providing servicing options, and assisting them with their products or services in a call center environment. They will proficiently resolve inquiries and transactions from Financial Representatives and clients on basic and intermediate (semi-complex) level calls and transactions, researching and evaluating solutions to complex problems, and taking ownership of calls to anticipate future issues. The role involves processing annuity conversion transactions, managing payout options, addressing customer inquiries related to annuity distribution and maintenance services, serving as a trusted advocate for Financial Representatives, embracing new technology, and handling phone and transactional responsibilities while adhering to strict confidentiality and privacy standards.