Financial Services Representative - Hiring for August 2026
Job Overview
Employment Type
Full-time
Compensation
Type:
Salary
Rate:
Range $52,000.00 - $54,000.00
Work Schedule
Standard Hours
Benefits
Medical insurance
Dental Insurance
Vision Insurance
401k Company Match
Discretionary profit sharing
Paid Time Off
valet parking
Job Description
PlanMember Financial Corporation is a well-established financial services firm headquartered in Carpinteria, California. Established over three decades ago, PlanMember has developed a strong reputation for delivering premier retirement and investment services to a diverse clientele, including individual investors as well as employees of education, nonprofit, governmental, and private sector organizations nationwide. The firm is recognized as a leading fee-based broker-dealer since 2004 and is ranked in the top ten for new retirement plans added and specifically for K-12 retirement plans. PlanMember prides itself on fostering a positive corporate culture that supports career growth, offers generous benefits, and values its employees,... Show More
Job Requirements
- Required to obtain FINRA Licenses SIE and Series 6 within 6 months of hire
- Ability to research and analyze information (analytical thinking)
- Strong listening skills (attentive, active, and objective)
- Clear, articulate verbal communication
- Conflict management
- Maintain composure under stress
- Ability to ask probing questions
- Respond to customers in a confident, cooperative and professional manner
- Team player
- Ability to relate to others in a respectful, cooperative manner
- Time management
- Ability to multitask without errors
- Composure and resiliency
- Proficient in Microsoft Word and Excel
- Ability to learn and proficiently use internal computer systems and all related department software and technical tools
- Accountable, reliable, self-motivated, efficient
- Service and detail oriented
- Accountability
Job Qualifications
- 4-year college degree (any major)
- A desire and curiosity to learn the financial services industry
- Previous experience with customer services a plus
- Previous experience in a service center a plus
Job Duties
- Answer client inbound calls and or transfer calls requested
- Gather information as it relates to clients inquiries
- Place outgoing calls as required (no cold calls)
- Perform routine/assigned follow up tasks
- Provide exceptional service to clients
- Handle return mail inquiries
- Work with new hires as a "Buddy" for training
- Refer daily support questions to more tenured employees
- Process transactions and provide info relating to client accounts
- Participate in comprehensive SIT training for the first 8 weeks of employment
- Answer retail help queue calls
- Communicate training and coaching to management
- Peer call monitoring and reviewing
- Assist with maintaining and updating knowledgebase (PlanMember's policies and procedures)
Job Qualifications
Experience
Entry Level (1-2 years)
Job Location
You may be also interested in:
Popular Cities
Similar Jobs